The links between the Equity/Option markets and Bank Loans/Private Credit are succinctly delineated in this story. Merton must be proud and smiling. It's amazing how many times I've seen asset allocation studies fail to reflect these basic correlations. Corporate Finance 101.
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https://lnkd.in/gVXZjpbz My latest Wealth Management article examines the performance of private direct lending #investment strategies
Spotlight on ‘Shadow Banking’
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In today’s conservative lending environment, private companies still require access to much-needed capital. Read our latest white paper and learn why private credit may be poised for growth and how #investors may be able to capitalize on this expansion. #privatecapital #equipmentfinance #alternativeinvestments #privatecredit #businessfinance #privateequity #marketinsights #financialstrategy #investmentopportunity
20240313+Credit+Whitepaper.pdf
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Curious about Private Credit strategies? Our latest article explores the potential benefits and considerations of investing in this popular asset class.
In today’s conservative lending environment, private companies still require access to much-needed capital. Read our latest white paper and learn why private credit may be poised for growth and how #investors may be able to capitalize on this expansion. #privatecapital #equipmentfinance #alternativeinvestments #privatecredit #businessfinance #privateequity #marketinsights #financialstrategy #investmentopportunity
20240313+Credit+Whitepaper.pdf
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This post highlights the potential for growth in private credit and how investors might benefit from it in a conservative lending environment. It suggests that private companies are in need of capital and that private credit could be a viable solution. • Private companies require capital and private credit offers a solution in the current conservative lending climate. • Capital growth through private credit could present a valuable investment opportunity for those looking to diversify. • Growth in the private credit sector may offer alternative investment avenues, such as equipment finance and business finance. 💡You may want to consider exploring private credit opportunities as a way to diversify your client’s investment portfolio and capitalize on potential growth in this sector. #privatecapital #equipmentfinance #alternativeinvestments #privatecredit #businessfinance #privateequity #marketinsights #financialstrategy #investmentopportunity
In today’s conservative lending environment, private companies still require access to much-needed capital. Read our latest white paper and learn why private credit may be poised for growth and how #investors may be able to capitalize on this expansion. #privatecapital #equipmentfinance #alternativeinvestments #privatecredit #businessfinance #privateequity #marketinsights #financialstrategy #investmentopportunity
20240313+Credit+Whitepaper.pdf
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Exploring the evolving landscape of private credit is crucial for today's investors. We believe in the strong potential of private credit, particularly the strength behind direct lending. Platforms like Percent are at the forefront, offering access, diversification, and transparency in this dynamic sector. Read more about the four reasons to consider private credit in this insightful article from J.P. Morgan Private Bank. 1. Direct lending yields still stand out 2. Loan growth appears to be healthy, not bubble-esque 3. Underwriting standards and fundamentals are solid 4. Defaults may rise further but investors may be well compensated for the risk Read more at: https://lnkd.in/gm9mVB-r #PrivateCredit #Finance #Investing #Percent
Four reasons to consider private credit despite the headlines | J.P. Morgan Private Bank U.S.
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According to a recent article from J.P. Morgan, there are four reasons to have a constructive view on private credit: higher yields, healthy loan growth, strong underwriting, and proper compensation for defaults. https://lnkd.in/eH6r_n8W For more details on what private credit is and how it could be a valuable addition to your investment strategy, check out the explainer on Securitize’s blog: https://lnkd.in/eTASUJ-r
Four reasons to consider private credit despite the headlines | J.P. Morgan Private Bank Latin America
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Exploring the expansive growth of the U.S. private credit loan market, which hit a staggering $470bn in 2023, a joint report from #CovenantReview and #LevFinInsights examines the potential for a liquid secondary market. Drawing parallels with the evolution of broadly syndicated loans, experts suggest that while liquidity in private credit is likely, it awaits triggers such as economic changes and shifts in the investor landscape. Will the increasing prevalence of billion-dollar deals and the desire for liquidity by direct lenders catalyze this market's maturity? Download the full report here: https://hubs.li/Q02pb4GQ0
Privacy Within Private Credit May Yield to Meet Liquidity Needs as the Market Expands - CreditSights
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It was great to work on this with Ian Walker and Krista McGuire. Read our piece on the potential for the development of a secondary market for private credit loans. The article delves into not just one particular trade, person, firm or investment. Examining the evolution of the broadly syndicated loan market, we find the development of such a secondary market would be quite difficult and require exogenous factors. Among other points, we explore what those factors might be, why transparency is necessary and structural limitations. We talked with our own Steven Miller, Blackstone's Michael Zawadzki, Morgan Stanley Investment Management's Jeff Levin, Houlihan Lokey's Sameer Shamsi and other long-time private credit actors who wished to remain anonymous. Several of our sources watched the emergence of a liquid BSL market in the 1990s and after, while all of our sources have been involved in some capacity through the growth of private credit. #directlending #privatecredit #privatedebt #leveragedfinance #leveragedloans #liquidity
Exploring the expansive growth of the U.S. private credit loan market, which hit a staggering $470bn in 2023, a joint report from #CovenantReview and #LevFinInsights examines the potential for a liquid secondary market. Drawing parallels with the evolution of broadly syndicated loans, experts suggest that while liquidity in private credit is likely, it awaits triggers such as economic changes and shifts in the investor landscape. Will the increasing prevalence of billion-dollar deals and the desire for liquidity by direct lenders catalyze this market's maturity? Download the full report here: https://hubs.li/Q02pb4GQ0
Privacy Within Private Credit May Yield to Meet Liquidity Needs as the Market Expands - CreditSights
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An interesting shift in the market as big name Private Equity firms move towards lower risk lending strategies. Will this mean the Banks will have to be more competetive? #PrivateEquity #PrivateDebt #PrivateCredit #CapitalMarkets #Management #MergersandAcqusitions #Finance #Competition https://lnkd.in/gHvJgd6H
Private equity firms step up plans to edge banks out of low-risk lending
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