Perspective

Delivering unique alternative credit investment products to the fast-growing private debt asset class

Innovation seems to be everywhere

But how could there be all this innovation without any sign of economic growth?

And the essence of our team’s diverse backgrounds, synthesis

Hedge fund teams with heterogeneous educational backgrounds, academic specializations, work experiences, genders, and races, outperform homogeneous teams after adjusting for risk and fund characteristics.

Climate Change 2023 Report

This Synthesis Report of the IPCC Sixth Assessment Report summarises the state of knowledge of climate change, its widespread impacts, and climate change mitigation and adaptation, based on the peer-reviewed scientific, technical and socio-economic literature.

Clarity AI: OVERCOMING REGULATORY CONFUSION

Across the globe, consensus is growing as to the urgent need to transition to a more sustainable economy. As a result, governments and regulators have been busy designing their respective regulatory regimes to ensure that capital can flow efficiently to sustainable
companies and projects.

ESG in Alternatives 2023

As private markets grapple with the challenges facing the real and money economies into 2023, the integration of ESG across alternatives continues. Despite pushback from a vocal and ardent anti-ESG movement, particularly in the US, many managers continue to embrace ESG as a risk-management tool, to ensure long-term asset values amid a tightening regulatory backdrop.

McKinsey Global Private Markets Review: Private markets turn down the volume

According to our latest Global Private Markets Review, private markets faced a year of two halves in 2022, with buoyancy in the first half and plummeting deal volumes, declining performance, and falling valuations in the second.

Rede Private Credit Report

The inaugural Rede Private Credit Report, identifying key trends within the asset class and examining LP sentiment towards a variety of private credit themes and strategies. The report findings are based on in-depth interviews with 50 leading institutional LPs drawn from a broad variety of investor types.

Future of Trade: New opportunities in high-growth corridors

Globalisation is not dead, contrary to recent claims. Nowhere is this more evident than in global trade, where high-growth trade corridors in Asia, Africa and the Middle East are set to outpace the global average by up to four percentage points.

Aligning Climate Policy Engagement with Net-Zero Commitments

A foundation for asset owner engagement of asset managers. This discussion paper is aimed to support Alliance members and other asset owners in exercising their fiduciary duty by advocating for climate policy action.

Fiduciary Duty in the 21st Century programme

Convened by UNEP FI and the PRI, with the generous financial support of The Generation Foundation. The final report on Fiduciary Duty in the 21st Century presents the conclusions of the 4-year research and detailed analysis by country.

ICC Position Paper

The International Chamber of Commerce (ICC) is the institutional representative of more than 45 million companies in over 100 countries. ICC’s core mission is to make business work for everyone, every day, everywhere.

PRIVATE CREDIT OUTLOOK 2023

The investment-grade private credit market remains as competitive as ever with oversubscriptions and allocations ongoing. We continue to see new entrants among US insurers, where investment-grade private credit represents a long-standing core asset class, as well as in non-US insurers.

Private credit may outperform public bonds as defaults rise

The opportunities for private credit may be expanding even as financial markets grow more turbulent and uncertain, according to Goldman Sachs Asset Management (GSAM).

Private Credit: Evolution and Opportunity in Direct Lending

Over the past decade, private credit has moved from a novel idea to the mainstream. Today, private credit offers a range of strategies and access points for investors of all types, with more than a trillion dollars in outstanding allocations as of April 2022, according to Preqin.

Private Debt: A Lesser-Known Corner Of The Spotlight

The private debt market has grown tenfold in the past decade with assets under management of funds primarily involved in direct lending surging to $412 billion at end-2020—spurred in part by investors’ search for higher yield.