
Ron Kantowitz – Direct Lending’s Evolution and Invesco’s Edge (EP.457)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Private Equity and Credit Markets
This chapter explores the current challenges and dynamics in the private equity and credit markets, emphasizing the liquidity bottleneck in private equity and the contrasting appeal of the credit market. It discusses the intricacies of investment strategies, the importance of capital preservation, and the complexities of diversifying portfolios in direct lending. Additionally, the chapter examines the evolving role of banks in the direct lending space, highlighting the regulatory pressures and innovative strategies needed to adapt to changing market conditions.
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