Ares Management Corporation’s Post

“The reality is that the private credit markets are still undercapitalized relative to the amount of institutional equity that needs some form of private credit solution.” In an interview with Bloomberg’s Sonali Basak, Ares CEO Michael Arougheti spoke about what he believes is the significant—and ongoing—momentum of the private credit space. More below. #privatecredit

“The reality is that the private credit markets are still undercapitalized relative to the amount of institutional equity that needs some form of private credit solution.” In an interview with Bloomberg’s Sonali Basak, Ares CEO Michael Arougheti spoke about what he believes is the significant—and ongoing—momentum of the private credit space. More below. #privatecredit

We are thrilled to announce the launch of our new Private Credit coverage! Why is Private Credit the talk of the town? With this asset class projected to grow to USD 2.3 trillion by 2027, we want you to get the latest information in this area ripe with opportunities. REDD continues to offer its unparalleled insights in this new feature. Our subscribers gain exclusive access to in-depth news, proprietary stories, and comprehensive data on Private Credit within Emerging Markets.  Join us and stay ahead of the market! Access www.reddintelligence.com to find out how to register for a free demo. #PrivateCreditLaunch #FinancialGrowth #CreditInsights #EmergingMarkets #MarketOpportunities #REDDIntelligence #FinanceTrends #AssetManagement #InvestmentStrategies #FinancialIntelligence #StayAhead #FreeDemo #REDDCoverage #emergingmarkets #fixedincome #investments #highyieldbonds #riskassessment #distresseddebt #eventdriven #forwardlooking 📊🌍💡  

“The big money is not in the buying and selling but in the waiting.” The latest In the Gaps newsletter harnesses some of Charlie Munger’s most influential quotes and impactful investment philosophies to unpack the themes that are most misunderstood across asset-based credit. Joel Holsinger and Keith Ashton, Co-Heads of Ares Alternative Credit, evaluate trends across consumer credit market performance, corporate defaults and recoveries, bank capital relief transactions, the risks associated with NAV lending and more. Read the full issue here: https://lnkd.in/gdaENB3B #InTheGaps #AlternativeCredit

Our Winter 2024 issue of In the Gaps celebrates the incredible legacy and career of Charlie Munger and all that can be learned by his example. Read the full issue below for more. https://lnkd.in/eqPySneD

After starting 2024 with a strong new issuance calendar, #credit markets have enjoyed solid performance year to date. In this week’s #market update, portfolio manager Derek Hynes tells Paul Skinner what’s driving performance and why, despite potential market volatility on the back of growth concerns and the #USelection, he continues to see compelling credit opportunities in the months ahead Wellington Management. Watch the midweek market update now: https://lnkd.in/dd-SBV-N For professional investors only. Capital at risk. #wealthmanagement #assetmanagement #investmentmanagement #fixedincome #bonds #investing

“We expect #privatecredit to play an increasingly significant role as borrowers and #privateequity firms continue to seek alternatives to the broadly syndicated markets. While defaults are projected to peak in 2024, dry powder for private credit transactions remains strong.”   In our 2024 Outlook Report, CEO and Head of Capital Markets Mike Meyer, Managing Director Michael Moore and Director Jono Peters take a deep dive into the private credit craze and discuss why they believe many investors will view the asset class as “shelter in the storm.” Check out their insights here: https://lnkd.in/g36C-t9A

Securities Finance Times issue 345 online now! https://lnkd.in/eRSeUD8N Anthony Caserta of FinOptSys, Chris Benish of State of Wisconsin Investment Board and Michael Newallo CFA CPA discuss the importance of peer-to-peer lending, its misconceptions and why firms should be looking at new routes to market. Carmella Haswell reports. Cyril Louchtchay de Fleurian, a consultant on repo markets and SFTs, examines a roadmap for growth and efficiency gains in European repo markets. Major moves at MUFG, State Street, Pirum and Northwestern Mutual.

Peer-to-peer is not just a talking point anymore. It is gaining momentum and we at FinOptSys are thrilled to be at the forefront of providing the technology to make it possible across securities financing products. #peertopeer #securitiesfinance #fintech #repo #swaps #securitieslending #collateralmanagement #vcfunding

It was great to be part of this panel (thanks again DealCatalyst) and fascinating to see the different views that emerged at the event. Earlier in the session another of my polls generated response that private credit is at the early part of the investment clock - a bright day full of opportunities ahead. Attendees took a different view in this poll as you can see, perhaps considering the earlier vintages extended in a different rate period.   It was also telling that 31% thought the biggest risk to growth was regulatory challenge reform. Whether it’s truly early in the day for private credit, though, or the shadows are lengthening, I believe the shift we’re seeing in the structure of debt markets is here to stay. The LMA will be consistent in engaging regulators and educating the market on the benefits of institutional investment in EMEA loan markets. #privatecredit #lma #directlending