Content (26)
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White papersPrivate Markets, Edition December 2024
It gives us great pleasure to announce that going forward, we’ve teamed up with The Red Thread as a means of connecting thinking across our industry. We believe that by unearthing the key threads that run though market trends, our readers should be able to see opportunity and risk with greater clarity.
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White papersVenture capital landscape
A closer look at key innovation hubs, Swiss Valley and Silicon Canals
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White papersPrivate credit’s role in mid-market opportunities
Upper middle-market corporate credit dynamics bring both challenges and opportunities. Expert insights reveal how the convergence of private credit and public markets is influencing investment strategies.
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White papersNot all net zero pathways are created equal
Improving real estate’s sustainability profile is pivotal to addressing climate change, as the sector contributes some 40% of global greenhouse gas emissions. But improving this sustainability profile isn’t just a ‘save the world’ exercise. For building owners and associated stakeholders it is also vital to establish the necessary long-term action plans towards net zero to protect income streams and value and manage costs.
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White papersIPM monthly blog – Edition September 2024: Our monthly insights into private markets
The last two years have been testing for real estate investors. But there are now numerous signs of recovery taking place in selected market areas. Transaction volumes are flattening and, in the UK, where valuations tend to be adjusted relatively quickly to transaction market data, investment volumes are already rising anew. The marginal improvement indicates that we have passed the bottom of this cycle in terms of investment volume.
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White papersWhat makes infrastructure debt attractive? An interesting time to invest?
According to Viktor Kozel, Head of Infrastructure Debt, now is the optimal time to consider infrastructure debt given the huge amount of investment needed to support demographic change, decarbonization, deglobalization and digitalization.
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White papersThe critical role of covenants in Private Credit
Covenants in private credit often act as crucial safeguards, functioning as early warning systems for lenders. They help monitor borrower stability and manage risks, allowing lenders to intervene if deviations from their base case occur.
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White papersThe rise of semi-liquid secondaries funds
The secondary market in private equity consists of transactions where investors buy and sell existing private equity fund interests. In the first half of 2024, the global secondaries market had an estimated volume of USD 68 billion, which represents a 58% increase on the previous year’s 1H volume of USD 43 billion. The market can be broadly categorized into two main segments: GP-led secondaries and LP-led secondaries.
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White papersPrivate credit: Everything old is new again
How do credit markets diversify and potentially smooth out returns in a portfolio? John Popp and Chris Kempton from UBS Credit Investments Group (CIG) discuss the latest market developments, opportunities, and more.
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White papersPrivate Credit: Lessons from a deal-making expert
In a volatile economic climate with inflation and interest rate uncertainties, Kevin Lawi, Head of Private Credit at Credit Investments Group in UBS Asset Management, provides insights on the current state of public and private debt markets
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PodcastEmbracing the journey: PEI roundtable podcast on the secondaries market in the last decade
The global secondaries market has grown from roughly USD 47 billion in 2014 to more than USD 100 billion today as fund investors and fund managers alike have embraced the secondary market as a tool to actively manage their respective portfolios.
