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Opportunistic Credit: Weakening Credit and Tightening Lending Conditions Drive Compelling Value
Sharply rising interest rates, a slowing economy, and tighter lending conditions are leaving many hi
ghly leveraged borrowers straining to service their debts.,
We believe private loans will be a growing source of stress—and opportunities.
, Private Loans Pose Both Risks and Opportunities
The private segment of the market has grown rapidly since the GFC—when large commercial banks stepped away from lending to small and midsize companies—and now rivals the public loan market in ann
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Financial Markets Can Be a Stabilizing Force in an Uncertain World
As a child growing up in the former Soviet Union, I remember vividly the long queues for basic groce
ries in the biting cold of a Russian winter., Financial markets can be an effective mechanism for driving innovation and change.
, We also witness that when populations have an agenda that’s important to them—such as addressing the climate crisis—financial markets can be an effective mechanism for driving innovation and change: whether it is banks working to expand carbon credit sc
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