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Tag : private credit

In partnership with M&G Investments
2025 was a year of resilience and record-breaking returns − but also of extreme volatility. As 2026 gets underway, questions abound about the potential market drivers. Will further US rate cuts materialise, or will sticky inflation derail the script? Are today’s tech titans truly rewriting the productivity playbook, or are we witnessing the early tremors of an AI bubble? And could the reopening of the IPO market lift investor confidence in private markets?
Chasing value, taming euphoria: why private markets matter to Asian allocators in 2026
In partnership with Macquarie Asset Management
With private credit no longer a niche investment strategy, but a core component of institutional portfolios worldwide, Macquarie Asset Management explores direct lending and infrastructure debt, including their distinctive features, trends fuelling their growth and the reasons these approaches are gaining traction among investors in Asia.
From niche to mainstream: The rise of private credit in Asia
In partnership with Principal
Credit events can happen when monetary policy shifts from very accommodative to a more restrictive stance such as the case over the past few years. The key to distinguishing assets such as true private credit from the broadly syndicated loan market, is understanding structures, underwriting standards and manager incentives, according to Tim Warrick, managing director, and head of Principal Alternative Credit.
Setting the US private credit record straight: Opportunities in direct lending
In partnership with L&G Asset Management
For structural and cyclical reasons ranging from yield to long duration cashflows to diversification to capital efficiency, investment grade (IG) private credit should be increasingly appealing to insurance portfolios in Asia, says James Hayes, head of the insurance client team for L&G Asset Management.
Can insurers make high-quality private credit pay off?