All Private Debt articles
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White papersHow Fixed-Income Investing Is Evolving for European Insurers
Powerful forces are reshaping insurance investment portfolios, ranging from lower forecast public-market returns through regulatory change to technological advances. At AB’s April 2026 Rethinking Insurance Forum, guest panelists Hartej Singh, Head of Public Credit, Pension Insurance Corporation, and Todd Isaac, Chief Investment & Treasury Officer, Hiscox, discussed key developments.
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White papersReasons to consider adding Real Estate Debt to your portfolio
We recommended carrying a real estate debt (RED) umbrella as it has the potential to help shelter your portfolio during investment storms. But what are some of the key factors for institutional investors to consider when adding real estate debt to their portfolios?
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White papersPrivate markets: The Red Thread – Alternatives, mid-year edition 2026
Active portfolio management in uncertain times
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White papersPutting Direct Lending in Context
Private credit is drawing increased attention, but not all strategies behave the same. Traditional middle market direct lending is best understood by looking beyond headlines to underlying fundamentals—an approach that helps explain its continued role in long‑term portfolios.
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White papersInfrastructure Debt Edge
In this Q&A with AM Best, Orhan Sarayli highlights how infrastructure debt can enhance insurer portfolios through strong risk-return attributes, diversification and long-duration cash flows.
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PodcastCapital Solutions: A Flexible Response to Private Equity’s Exit Problem
Private credit headlines have been anxiety-inducing — but not all corners of private markets face the same pressures. Roughly $4 trillion in equity investments remain inside private equity funds awaiting exits…
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White papersPrivate markets offer financing solutions during periods of geopolitical transition
Private markets have long financed infrastructure, but their role may be becoming more important as geopolitical transition reshapes global priorities. As countries place greater value on strategic physical assets, private capital is likely to play an increasingly important role in funding critical infrastructure and other public goods.
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White papersIlliquidity premia in private debt: Q1 2026
In our Q1 2026 deep dive, our research team crunched the data to explore how evolving macro conditions are reflected in private debt returns
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VideoHow does our trade finance process work?
In this video, Jingjing Pan, Senior Investment Analyst, outlines how credit quality, disciplined structuring and diversification can support resilient, risk-adjusted returns.
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White papersQ1 2026 Investment Grade Corporate Market Review and Outlook
MetLife Investment Management’s “Q1 2026 Investment Grade Corporate Market Review and Outlook” highlights a volatile start to the year driven by policy shifts, geopolitical tensions and elevated issuance. Despite increased uncertainty, credit markets remained resilient as higher yields continued to support investor demand.
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White papersManaging and executing innovation in asset management
A Q&A with Mark Versey, CEO of Aviva Investors, and Alastair Sewell, Senior Investment Director
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White papersValue-add real estate and the speed of forgetting
The built environment is having to adapt more quickly than it once did. Technology, tighter regulation and higher capital costs have shortened the lifespan of established property formats. Noura Tan, together with Robert Balick and Frédéric Laurent, Managing Partners at BauMont Real Estate Capital, M&G’s European value-add real estate business, examine how value-add investing is being redefined as cycles shorten and why building portfolios around more than one market story is becoming increasingly important.
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White papersInfrastructure outsourcing: Unlocking returns via scaled leasing
Infrastructure operators are increasingly separating ownership from operations to enhance flexibility and support long-term growth, unlocking attractive opportunities for institutional investors in scaled infrastructure leasing platforms.
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White papersPrivate Markets Outlook 1H 2026: Balancing Opportunity and Complexity
As private markets continue to evolve, investors face an expanding range of opportunities and risks.
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VideoMike Freno on Bloomberg TV
Chairman and CEO Mike Freno joined Bloomberg’s Romaine Bostick and Katie Greifeld at the Milken Institute Global Conference for a discussion on market volatility, private credit and how Barings is positioned as client needs continue to evolve.
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White papersIn a fractured private credit market, senior housing stands apart
Recent issues involving semi-liquid direct-lending vehicles have brought negative attention to private credit. For institutional investors, the takeaway isn’t to dismiss the asset class entirely, but rather to recognize that private credit encompasses a range of opportunities that differ in quality and characteristics and not all strategies are created equal.
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White papersInfrastructure Debt: A Compelling Private Credit Portfolio Addition
Updating existing infrastructure and building new assets to accommodate increased mobility, digitalization and the continued transition to new and cleaner sources of energy will require $106 trillion in funding by 2040, according to McKinsey estimates. With government budgets stressed, private capital — including debt capital—will be necessary to meet this goal.
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White papersIncome-generating real estate strategies in an uncertain world
In a risk-averse macro environment, investors are prioritising income stability. LaSalle Investment Management’s debt and core equity leaders across Europe and North America discuss where and how capital can be deployed to target reliable returns.
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White papersWhen lending starts to look like equity
Private credit has rarely attracted as much attention as it does today, with increasing scrutiny around how risk is building across the asset class.
