Tag Archives: Private credit
Will US insurers buy out our pensions with recycled Blue Owl private credit?
This is a ramping up of an investment crisis which is growing in the USA but thankfully not in the UK and Europe. Private credit group Blue Owl will permanently restrict investors from withdrawing their cash from its inaugural private … Continue reading
“Push me – pull you” in our private markets and our public ones!
I am confronted by four stories on my newsfeed, all of which I know enough about to have a hunch they matter to me, but all of which worry me! Let’s deal with them one at a time. I went … Continue reading
Posted in pensions
Tagged boonds, eqwuities, Pensions, Private credit, Private Equity, Pull you, Push me, self-assessment
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Why it’s easier for bankers to do private credit – but is it better for the rest of us?
Doubt has been shed on the objectivity of the discussions in the House of Lords. They’ve been carried on by former partners of City Solicitors. My correspondents Tim Simpson and Byron McKeeby have been going at each other over selective discussing … Continue reading
“The private credit market is going to be pushed to extremes” – sound familiar?
One senior private credit executive put it bluntly to the FT last week: “The [private credit] model is going to be pushed to extremes.” “ This was the problem in 2008, we got to the end of the possible in … Continue reading
Are retail investors misled by Private funds in Long Term Asset Funds?
The FT have delivered an early warning on the liquidity of LTAFs in the wealth management, in the summer it delivered a clear warning that direct investment beats fund of funds but that only multi-billion pools can access private markets … Continue reading
Posted in dc pensions
Tagged DB, Pensions, Private credit, Private quity, toby nangle, Wealth
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Selling swimming trunks when the tide goes out (a cautionary blog).
Today should be an interesting one , I can spend much of it listening to others talk about why pension funds should be giving money to managers who invest not in public stock markets (where we can see what’s … Continue reading
Posted in pensions
Tagged ft, Howard Marks, Private credit, swimming trunks, Warren Buffet
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