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Margins widen as lenders weigh up AI disruption to portfolio companies
◆ What strikes on energy infrastructure in the Middle East mean for emerging market bonds ◆ Why issuing in dollars has become so dicey for supranationals and agencies ◆ Europe’s advantage in the private credit meltdown
A slow destruction of misallocated investment is more likely than a sudden stop
Investors confident software fears are overblown
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Direct lenders cannot entirely replace syndicated debt markets -
Cadbury's, Carlsberg and Hiscox among the pension funds invested
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Percentage of respondents with more than 10% of their portfolio in alternatives has rocketed
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Credit manager has been expanding this year
