Content (11)
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White papers
IPM monthly blog – Edition June 2024: Our monthly insights into private markets
Commencement of interest rate cuts to support market
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White papers
Infrastructure debt in a sweet spot for 2024
Attractive risk-adjusted returns during uncertain times
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Webinar
Infrastructure Debt in 2024: watch the webinar
Where does the sweet spot for infrastructure debt in 2024 lie? Watch the webinar to find out
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White papers
Private credit: The growth story in direct lending continues
The growth of the private credit market has been nothing short of breathtaking and, in just a few short years, interest has skyrocketed along with assets under management.
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White papers
Unveiling niche opportunities in private credit
Most private credit managers focus on extending loans to upper and middle market companies owned by large private equity sponsors.
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White papers
The new 60:40 portfolio
Investors are witnessing a democratization and diversification of the private markets asset class similar to the way Exchange Traded Funds (ETFs) changed stock investing in the early nineties. Demand for private market solutions has risen sharply, with investment managers and investors alike struggling to work through the hurdles to get private capital into the asset class.
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White papers
The disintermediation of lending: Private debt shines bright
In the realm of alternative assets, private debt has emerged as shining star, experiencing a rapid evolution and now basking in what many are calling a golden moment. Amid rising interest rates, private debt has remained remarkably resilient, delivering robust returns, and attracting fervent investor interest. However, some questions are emerging about how resilient private debt will be in future as well as where the best opportunities now lie, particularly as syndicated loan and high-yield bond markets rally.
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White papers
Infrastructure Investor: Flight to quality over quantity
“Diversification is key as global and macroeconomic trends continue to boost returns across the infrastructure debt market.”
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White papers
Mirror image: Will this year prove to be the opposite of 2023 for China equities?
Reflections on the many reasons behind our more buoyant outlook on Chinese stocks this year
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White papers
Taking action! Join us on our journey through sustainable investing in private markets
”There is an extreme shortage of sustainable assets and the supply-demand differential will only grow in the future.”
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White papers
The fight against inflation enters extra time
Despite closing in on their inflation targets, US and European central bankers appear hesitant to cut rates. Jonathan Gregory explores the differing drivers behind this, as well as the overall implications for bond markets.