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. From New York to London, and from Amsterdam to Luxembourg, a network of …

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 …

Unless you’ve been living under a rock for the past twelve months, you can’t have missed witnessing one of the strongest gold rallies in recent decades. The number of parroted stories about gold has exploded, often relying on the same comparison. Yet it’s …

Top rated firms come in all shapes and sizes. Colchester Global Investors and MFS Asset Management have different specialties and histories. Both stand out for their commitment to putting investors’ interests first. This earns them both a Morningstar …

BLI names head of asset management and COO Banque de Luxembourg Investments (BLI) has appointed Marc Erpelding as head of asset management, taking over responsibility for the fund management teams from Guy Wagner. Wagner remains chief investment officer …

As institutional investors worldwide increase their exposure to private markets, a trio of Belgian institutions offered a timely reminder that success in the asset class depends as much on discipline as on opportunity. Speaking at CFA Society Belgium’s …

To spot the next Tesla or Nvidia in time, Baillie Gifford is increasingly seeking growth opportunities outside the stock market. Tomorrow’s biggest winners are staying private longer, meaning most of the value creation now happens before the IPO. The …

Within private markets, interest in infrastructure is growing. Both ING and Rabobank are positioning this investment category as a “building block” in their private markets offerings. Goldman expects a larger asset allocation from institutional investors …

Behind the race for artificial intelligence lies something familiar: the logic of the Cold War. Anna Rosenberg of Amundi Investment Institute says the same forces that once drove nuclear and space spending now fuel an expensive, open-ended struggle for …

About a year after launching its first active ETFs, Robeco has attracted more than 1 billion euro in assets. Four of the six listed ETF's now hold over 100 million euro each—a key threshold for institutional investors. That’s according to ETF head Nick …

As banks retreat, private lenders take the wheel

Blackrock’s latest loss widens rift between private credit yays and nays

Chart of the week: apples and pears

Morningstar: Colchester Global Investors vs MFS Asset Management

BLI reshuffles fund management leadership, Wagner remains CIO

‘Don’t underestimate the homework in private investments’

Baillie Gifford shifts growth hunt to private markets

Major banks bet on infrastructure as a building block in private markets

The new Cold War runs on artificial intelligence

Over 1 billion euro in Robeco’s active ETFs