Insights
Can a New CEO Really Make a Difference?
Intel and Schneider Electric along with some other big companies decided to replace their chief executive officers in recent months....
Post-Election Market Shifts and the Rise of Co-Investment Opportunities
With the U.S. Presidential Election now behind us, private equity investors are evaluating how evolving economic conditions and market shifts...
- Pengana Diversified Private Credit Fund
- Pengana Global Private Credit Trust
- TermPlus
- Private Credit
- Insights
Private credit ‘explosion’ to continue despite easing interest rates
While easing interest rates don’t typically present favourable conditions for private credit to perform, the chief executive of Pengana Capital...
- Pengana Diversified Private Credit Fund
- Pengana Global Private Credit Trust
- TermPlus
- Private Credit
- Insights
Global private credit momentum to continue on the back of higher for longer rates, increased corporate activity
Investor demand for global private credit is set to continue on the potential for interest rates to remain ‘higher for...
Can’t take the heat? Take out the carbon
If you’ve ever baked a pizza, ironed a shirt, or dried your socks on a radiator, you’re more familiar with...
Should investors worry about tariffs?
The prospect of the new Trump administration raising tariffs may have helped push up interest rate expectations, bond yields and...
The Secondaries Surge: Reflections on 2024 and the Road Ahead for 2025
The secondaries market has emerged as a critical pillar of private equity, experiencing record-breaking activity in 2024 with deal volume...
It Takes a Village: The Semiconductor Industry’s Vital Equipment Suppliers, in Four Charts
Just about anything with an on-off switch contains a semiconductor chip, but only a few companies produce them, and a...
What a Trump presidency means for sustainable investors
We’ve heard a lot about the ‘Trump Trade’ in the aftermath of the US election. This describes the huge stock...