The Edit – Private assets in focus

Welcome to The Edit – a special private markets edition of forward-thinking thought leadership. 

We bring you a showcase of potential opportunities lurking beyond the public realm. Read on for insights focusing on structured credit and asset-backed lending, as well as private equity and private credit.

Why should investors consider European asset-backed lending? We believe key drivers such as a continued bank retrenchment, regulatory pressures, technological evolution, and banks seeking balance sheet optimisation are propelling the growing market. Find out how several mega-trends supporting this growth are re-shaping the potential ABL opportunity-set.  

Allocating capital to private markets may help deliver outperformance benefits compared to the listed universe, while also offering a chance for investors to make a positive difference. Impact growth equity provides essential capital to help businesses scale.  

What does the Basel ‘Endgame’ mean for structured credit? Banks incentivised to engage in ‘risk-sharing’ solutions, such as Significant Risk Transfer and Specialty Finance trades, are seeking capital relief and balance sheet optimisation. This presents a unique entry point for the diligent investor. 

The US dominates the private credit market, it’s no secret. But what are the key differences between European private credit and its counterpart across the pond? We shine a light on where we think investors should focus.  

The value of investments will fluctuate, which will cause prices to fall as well as rise and investors may not get back the original amount they invested. Past performance is not a guide to future performance. The views expressed in this document should not be taken as a recommendation, advice or forecast.

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