As banks retreat, private lenders take the wheel
A good fifteen years after the global financial crisis rewired the world’s credit circuits, a new generation of credit masters now sits in the driver’s seat of corporate finance.
Portfolio News Euro Credit: Delivering alignment, deepening sustainability
Passive may dominate euro credit allocations, but many investors are now looking for strategies that combine disciplined credit management with meaningful sustainability integration. The Kempen Euro Sustainable Credit Fund reflects that approach.
Blackrock’s latest loss widens rift between private credit yays and nays
New loan failures have reignited debate over the health of private credit. The bankruptcy of Renovo Home Partners last week has drawn warnings about the quality of the underwriting and possible systemic risks. Industry veterans push back, saying media coverage borders on sensationalism.
Belém’s moment: What the climate conference must deliver
As COP30 convenes in Belém, Brazil, the world faces a pivotal moment for climate action. Building on lessons from last year’s summit, global leaders must turn collective ambition into measurable progress on emissions, adaptation and finance.
ING aims to double its wealth operations
ING wants to double its activities in private banking, wealth management, and investments by offering these services globally. In recent months, the bank introduced private banking in Poland.
The Hidden Risks of Passive Investing
Passive investing is no longer just a strategy - it’s quietly reshaping markets, inflating valuations, and creating systemic risks that most investors don’t see coming.
Blackrock: Germany should put its savings to work through private markets
Germany should move its trillions of euros in savings out of banks and put them to work for its Mittelstand through private markets. That was the message from Philipp Hildebrand, vice chairman of Blackrock’s Global Executive Committee, on Thursday during the presentation of a report on the European private markets sector.
Infrastructure opportunities, from three simultaneous mega-trends
Three global mega-trends are driving global structural change and we believe they offer exciting opportunities for infrastructure investors. Digitalisation, Decarbonisation and Deglobalisation.
The myth of “free” dividends
A targeted educational intervention can break the free dividends fallacy among retail investors. The result: a lasting behavioral change that reveals how fragile—yet how malleable—the demand for dividends truly is.
Who will still want those guzzlers later on?
The bulk of US economic growth this year can be attributed to data centers. But what will all that infrastructure be worth once chips arrive that are a hundred times more energy-efficient than today’s models?