Summer reading: Top 7 Private Market reads to discover

?? Private Markets outlook

Three investment themes in private markets should offer investors compelling?opportunities says Emmanuel Deblanc . Ten years of abysmally low real and nominal interest rates combined with the “fear of missing out” led investors to push up valuations in public markets and to embrace the illiquidity premium offered in some private markets.

?? Infrastructure Debt: 5 trends investors should watch

From default rates to interest rate hikes, AllianzGI's Claus Fintzen explains what this challenging macro environment means for the asset class.

?? Private Debt, explained

The private debt market has been steadily growing over the last few years. Its volume is currently estimated at around USD 1.4 trillion by data provider Preqin. In a recent video interview, Sebastian Schroff took the time to explain the benefits of the asset class and shares his expectations for the coming months.

?? Europe's hydrogen backbone

Hydrogen could soon be flowing in pipelines from Europe's north and south to ist industrial heart in the center, unleashing investment opportunities worth hundreds of billions of euros. By Michael Pfennig & Igor Lukin, CFA

?? European Private Debt adapts to new economic & ESG climate

Higher interest rates and credit spreads now mean that yields on senior mid-market private lending can approach double digits, with no fund leverage and roughly half of the company level leverage seen in the broadly syndicated loan market. Investors still need to select borrowers carefully, because the near zero defaults of the QE era are unlikely to continue into the next cycle.

By Damien Guichard

Private Equity co-investments

Hydrogen could soon be flowing in pipelines from Europe's north and south to ist industrial heart in the center, unleashing investment opportunities worth hundreds of billions of euros, says Susanne Forsingdal

Blended Finance

The blueprint of success: Leticia discusses the importance of purposeful planning and sustainable financing to support infrastructure project for good. By Leticia Ferreras Astorqui .

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