The 7 hottest Private Market reads for the summer! ????
Allianz Global Investors
Global economic insights & corporate news by Allianz Global Investors.
With the summer holidays around the corner, we are happy to serve you this “private market"-ini” - a blend of seven expert pieces. Enjoy the following video interviews, podcasts, byliner, and articles for a deep dive into Infrastructure, Private Debt, Secondaries, Blended Finance, and Asia/Europe Private Credit:?
?? The role of Infrastructure with Deborah Zurkow?
Curious how infrastructure mobilizes capital towards a better tomorrow? In this interview with Infrastructure Investor at the Global Infra Summit in Berlin, Deborah Zurkow , Global Head of Investments, outlined why infrastructure investing will be the most groundbreaking innovation in capital markets and how politics and infrastructure investment are connected.??
Find out more ?? here
?? Private Credit market update?
Private markets have grown significantly due to low interest rates, but concerns are rising about higher costs impacting companies with substantial debt in these markets. Despite this, investing in private debt remains favourable. What macro indicators are affecting private credit and what challenges come with higher volumes? This is what Damien Guichard , Head of European Private Credit, discussed with others in this webinar by Private Equity Wire .?
Get more insights from Damien Guichard here: The Big Questions: Private credit in 2024 and beyond - Private Equity Wire ?
?? Private Debt Secondaries explained?
Secondary market transactions, often referred to as “Secondaries,” involve the trading of existing investment fund shares which can offer intriguing opportunities for investors to enhance their portfolio returns and help accelerate deployment. But how exactly can the potential of Secondaries be fully unlocked???
Get insights from Kulbhushan Kalia , Joaquin Ardit , and Anselm Feigenbutz , Senior Portfolio Managers in AllianzGI′s Private Debt team, here ?? Understanding private debt secondaries | Allianz Global Investors ( allianzgi.com ) ??
?? Trade Finance on the rise?
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Disruptions to global trade are in the news almost every week. How do these disruptions impact trade finance investors? What drives deal flow activity for such investors? Despite a slowing growth of global trade, demand for trade finance has been on the rise. But where do slowing macro trends, contradicting bank syndication and growing FinTech market shares leave non-bank investors in the field? Find out more in this guest piece in Financial Investigator by David Newman , CIO Global High Yield, and Martin Opfermann, CFA , Senior Portfolio Manager, here: AllianzGI: Trade finance - between disruptions and demand | Financial Investigator ??
? ?? Blended Finance and partnerships?
Impact investing seems to be the name of the game for many institutional investors. What are the main challenges, needs and risks of all parties involved when mobilising capital towards sustainable development in emerging markets? One key takeaway is that partnerships are crucial.?In this podcast by Impact Europe ?? Focus on Blended Finance?— Part 1 | Impact Europe , Nadia Nikolova , Lead Portfolio Manager Development Finance, shared her experiences in blended finance.???
?? Europe goes Asia Private Credit?
More and more private credit investors from Europe are coming to Asia today and for different reasons. In this article from Private Debt Investor (Paywall) Sumit Bhandari , Lead Portfolio Manager Asia Private Credit, describes the most recent developments in the market and the role Asia private credit can play for the diversification of portfolios.
?? Insights into Infrastructure Debt with Claus Fintzen?
In this video series Claus Fintzen , CIO Infrastructure Debt, shares his insights into infrastructure debt. From opening up new perspectives, evolving trends, ways to combat today’s challenges in the asset class, to the role in driving the energy transition towards net-zero. Here you can watch all episodes:??
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