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."
Register to watch the exchange between Chad Phillips, the newly appointed Global Head of Nuveen Real Estate, and Jenny Du, Global Chief Operating Officer of Nuveen Real Estate as they discuss the future of the real estate market, the vision for the platform, and strategic growth priorities.
In Infrastructure Investor’s May 2025 Energy Transition report, Joost Bergsma, global head of clean energy for Nuveen Infrastructure, discusses why investors are continuing to show interest in renewables, even as certain economies and technologies encounter turbulence and power price risk.
