All Debt Markets articles – Page 2
-
White papersPowering returns: Why non-investment grade energy infrastructure debt now?
The global transformation to sustainable energy is one of the most important investment themes of our generation. Governments and businesses across the globe are seeking to decarbonize as digitalization and generative artificial intelligence are creating a surge in power demand. How can investors benefit from these two megatrends?
-
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.
-
White papersISA Focus: Investing in real estate debt
While traditional banks’ appetite for providing commercial real estate loans has declined, other lenders (including investment management firms such as LaSalle) have moved in to fill the funding gap. As a result, we have recently seen increasing interest from institutional investors in real estate debt.
-
White papersMaking sense of infrastructure debt
The capital expenditure required to support anticipated growth in power demand while also reducing carbon emissions will necessitate significant amounts of debt financing going forward. Don Dimitrievich, Portfolio Manager for Nuveen Energy Infrastructure Credit, explains the evolving infrastructure debt opportunity set and the EIC team’s approach to thematic investing in IPE’s recent July/August 2024 report.
-
White papersReal Estate Debt: Navigating the New Frontier
The Fed’s campaign against inflation, changes in bank regulations and stress in the office sector have collectively created an attractive investment environment for real estate debt investors, in our view. Commercial mortgages are offering yields not seen since the Global Financial Crisis (GFC). While capital market conditions are operating effectively for low-risk mortgages, they remain mostly dislocated for higher-risk mortgages, thereby presenting compelling investment opportunities.
-
White papersThe outlook for European real estate debt
Dave White, Head of Real Estate Debt Strategies, Europe discusses the market in 2024 and where we are seeing opportunities for investors.
-
White papersInfrastructure debt in a sweet spot for 2024
Private infrastructure had a challenging 2023. After a record fundraising year in 2022, we reported in our Infrastructure Outlook 20245 overall funds raised in 2023 fell by over 50%.
-
White papersThe Case For Resilient High Yield Private Credit
With inflation lingering and rates moving at a much slower pace than expected, the team at Infranity explains why BB-rated infrastructure debt is a particular sweet spot for investors seeking a safe haven in a changeable market.
-
White papersBeyond the façade: Real Estate Debt
While some construction projects seek to preserve the façade and replace the interior, the opposite can also be possible: preserving a building while replacing the façade. And this approach can create compelling investment opportunities.
-
White papersPM Corner: Infrastructure debt in a sweet spot for 2024
Private infrastructure had a challenging 2023. After a record fundraising year in 2022, we reported in our Infrastructure Outlook 2024 overall funds raised in 2023 fell by over 50%.
-
White papersInfrastructure debt in a sweet spot for 2024
Attractive risk-adjusted returns during uncertain times
-
WebinarInfrastructure Debt in 2024: watch the webinar
Where does the sweet spot for infrastructure debt in 2024 lie? Watch the webinar to find out
-
White papersDriving Sustainable Outcomes: Infrastructure Debt and the Sustainable Development Goals
Infrastructure investment is vital for enhancing quality of life, driving economic development and promoting social equity. It fundamentally shapes how we live, how economies function and the inclusivity and resilience of our communities and environment. To meet global infrastructure needs, including the UN Sustainable Development Goals, an estimated $97 trillion in investment is needed by 2040.
-
White papersAn introduction to real estate debt
Over the last several years, we have seen an increase in the number of institutional investors around the world interested in adding real estate debt to their portfolios.1 In some instances, this is to replace an allocation to traditional fixed income, while in others it is both an enhancement and a way to further diversify their current level of real estate holdings.
-
White papersMind the (economic) gap: Infrastructure Debt 2024 Report
Nuveen’s Don Dimitrievich was recently featured in Infrastructure Investor’s 2024 Infrastructure Debt Report and shared his insights on how the Energy Infrastructure Credit team is providing flexible capital solutions and finding opportunities in the gaps in today’s high cost of capital environment.
-
White papersInfrastructure Investor: Flight to quality over quantity
“Diversification is key as global and macroeconomic trends continue to boost returns across the infrastructure debt market.”
-
WebinarGlobal Debt Funding Gap Webcast: “Everything is Relative”
Our recent webcast “Everything is Relative” brings together AEW’s research heads from around the world to explore the global debt funding gap. The team look to explore the scale of the debt funding gap globally, and how this compares across regions. They also examine when the refinancing problems could ease.
-
White papersThe inherent stability of European real estate lending
In today’s current investment landscape, I have witnessed first hand how real estate lending has emerged as a stabilising force, offering investors a safe haven from the volatility of public markets. At Arrow Lending Opportunities, we’ve honed our focus on this private debt investment strategy, particularly within the European real estate credit sector, and I’m keen to share insights into its increasing appeal.
-
White papersCommercial Real Estate: The Lure of Late-Cycle Lending
Investors who paint commercial real estate with a broad brush may be missing out, particularly at this point in the cycle.
-
White papersPutting recent commercial real estate debt headlines into perspective
New York Community Bank (NYCB) posted a surprise fourth-quarter loss as it built reserves for commercial real estate (CRE) debt losses, and it cut its dividend by more than 70%, resulting in the greatest-ever-day-over-day decline for the stock (–38%).
