VPC

Weekly Report: what happened at VPC last week (0415-0419)?

On The Private Markets Racetrack, A Fund-Of-Funds May Help You Win

Weekly Report: what happened at VPC last week (0408-0412)?

A Story About The Drongo, The Meerkat And Debt Markets

Anant Kumar says the relationship between broadly syndicated loans and direct lending is more symbiotic than adversarial. Increased competition between BSL and DL can be a win-win for both parties. BSL is a better way of slicing the debt pie, says Kumar. He says the middle market will benefit from increased deal flow.

Fixed Income Perspectives - Looking Ahead At Q2 2024: A Pause Before A Pivot

Fast-Growing $2 Trillion Private Credit Market Warrants Closer Watch

Private credit market topped $2.1 trillion globally last year in assets and committed capital. Rapid growth of this opaque and highly interconnected segment of the financial system could heighten financial vulnerabilities given its limited oversight. The private credit market emerged as a financing source for companies too large or risky for commercial banks.

Weekly Report: what happened at VPC last week (0401-0405)?

Private Credit Outlook: The Bright Side Of Higher Rates

Stubbornly high borrowing costs and sticky inflation will put pressure on cash flow stability and on some asset valuations. Persistent stress among small and mid-sized banks should broaden the investment opportunity set for private lenders and enhance return potential. More clarity on interest rates means more clarity on the opportunities across private markets.