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Alternatives
An excellent time to deploy capital
In this latest feature of Private Debt Investor U.S. Report, Churchill’s Randy Schwimmer and Jason Strife discuss how asset selection has become more complex than ever and yet, despite the changing macro environment, the world’s biggest credit market has plenty of reasons for optimism.
Top questions addressed:
- What does the senior lending opportunity look like right now?
- What about the opportunities on the junior capital side?
- How does the U.S. private credit opportunity compare with that in Europe?
- What are your expectations for loan defaults in 2023, and how will valuations hold up versus public markets?
- Which managers are best positioned in the current environment?
- Is now a good time to invest in mid-market senior loans and junior capital? Are there better risk/reward options?
The rise in interest rates has boosted senior debt all-in yields to 12 percent."
Our junior capital dealflow has actually increased from last year."
Churchill developed its inaugural sustainability report to memorialize its responsible investing best practices and approach to corporate sustainability.
Private credit has grown dramatically into a $1.4 trillion market since the global financial crisis, but the next 10 years will see even more evolution, say Nuveen CEO Jose Minaya and Churchill Asset Management CEO Ken Kencel.
For a look behind the scenes in a dynamic market, Churchill’s two investment teams share what is top of mind today from an underwriting perspective.
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