The Alternative Investor – October 2023 Edition

The latest edition of The Alternative Investor is out today that looks at the ‘explosive growth’ in the private credit market and features articles from Federated Hermes, Five Sigma, M&G Investments, MUFG Investor Services and Permira.

We also look at the past month’s hedge fund performances, with macro the best-performing strategy, and other stories to have crossed our desks, from banks and retail looking to private credit, acquisitions, fundraises, fund problems, spin-offs, secondary activities and much more. In the regulatory section, RQC looks at several US enforcements.

In this month’s ‘Letter from America’, Prosek’s Mark Kollar writes about the Americans coming “hat in hand” to the Middle East as they look for new asset-raising opportunities.

Private equity features:

  • M&G Investments’ Aramide Ogunlana looks at the asset class as an all-weather portfolio solution.
  • Patrick Marshall, Head of Private Credit, Federated Hermes, looks for the sweet spot and the importance of pinpointing the right segment.
  • Permira Credit’s Andrew Lawson and Jens Bauer write about the rise of club deals in this space.
  • Five Sigma’s co-founder Steve White takes a different tack by looking at ‘new and alternative ways to participate in direct lending.’
  • MUFG Investor Service’ Treabhor Mac Eochaidh rounds off on the pivotal role of private credit in economic growth.

Click below to read this edition.

The Alternative Investor