Andrea Fernandez, a partner in Ares’s investor relations and product management for European direct lending, and Mike Dennis, co-head of European credit at Ares, dive into the intricacies of the new sterling-priced CLO. They reveal insights on deploying €30bn in a challenging LBO market, highlighting Italy's attractive investment opportunities amidst a contracting bank sector. The duo shares market strategies, emphasizing bottom-up analysis, and discuss a favorable outlook for private equity as investor confidence remains steady despite volatility.
