MV Credit looks back at the private debt market in 2020 and focuses on the highlights of its strategy.
Resilience is enhanced with infrastructure debt instruments.
In this Clear Path Analysis report, MV Credit experts elaborate on why more investors are looking into European private debt.
Since inception in 2000, MV Credit has been involved in a few restructuring scenarios, most of which date back to the GFC.
MV Credit has a broad experience in using fund financing to create value for investors and working with lenders.
The Covid-19 crisis has triggered a downturn, bringing challenges that experienced managers can overcome with strict investment discipline, partnering with private equity sponsors and active monitoring of credits.
While the eyes of many are on loan documentation, Nicole Downer of MV Credit says the focus should be elsewhere, including fostering solid relationships with sponsors.
Senior secured loans bring some certainty to an uncertain world.
A quarterly look at data and topics in the syndicated loan market.
MV Credit believes that partnering with the right sponsor is a key factor behind its 20-year strong track record and can help minimise the impact of credit losses.
The importance of credit selection cannot be stressed enough
How MV Credit has managed to successfully navigate the credit cycles over the last 20 years.
Ostrum Private Debt Real Asset team looks into the impacts of the COVID-19 crisis on the renewable sector.
Over the course of this restructuring series, MV Credit will explore the lessons learnt in private debt for 20 years as well as the key pillars of minimising the impact of credit losses on risk-adjusted returns
Amid high market stress, robust strategies can continue to deliver.
Ostrum Private Debt Real Assets team looks into the impacts of the Covid-19 crisis on the real estate debt.
Ostrum Private Debt Real Assets team looks into the impacts of the Covid-19 crisis on the aircraft debt.
Ostrum Private Debt Real Assets team looks into the direct and indirect impacts of the COVID-19 crisis on the infrastructure sector.
Fund’s investment strategy and loan documentation should consistently be reviewed in anticipation of economic cyclicality, whether in an up or down market, not in reaction to ongoing events.
What’s the impact of COVID-19 on the finance industry (private Equity, banks, debt funds and non-bank lenders) and what it could mean for lenders and borrowers.
The “illiquidity premium” has been a much-debated topic in economic theory for some time now, the premise being that if an asset cannot be readily sold without meaningfully impacting its value, then it should reward the holder with an enhanced return.
In this report, AEW shares initial analyses of loan-level data to allow answering the question: is commercial real estate debt priced efficiently for investors in European markets?
Clear Path Analysis sits down with Denis Prouteau, CIO of Private Debt & Real Assets at Ostrum AM, to talk about the prospects of real assets, infrastructure and private debt going forward.
An interview by Clear Path Analysis with Nicole Downer, Managing Partner at MV Credit, about investing in the competitive Private Debt Market in Europe in 2019.
Charlse Regan, Head of Asia-Pacific Infrastructure Debt Ostrum AM Hong Kong, discusses the top 10 reasons to consider Infrastructure Debt as a portfolio diversifier.
Investing in aircraft asset class is a logical departure for institutional investors
The constant growth in demand for passenger air travel, combined with airlines’ improvement of their capacity management, have led to an enhanced profitability of the industry.
2018 has been a very positive year for volumes in infrastructure debt with conventional and renewable energy reaching peak volume and the appearance of new high-potential territories.
The retrenchment of investment banks in the private debt space has given rise to unserved demand of credit and debt financing as an opportunity to private debt funds across Europe.
Strong case for including non-financial information in investment decisions.
MV Credit shares their thoughts about the European leveraged loan market
Why economic uncertainty need not deter investors from real estate, explain Arnaud Heck and Cyril Hoyaux in a Q&A.
Aircraft debt can deliver consistent income and superior risk adjusted spreads.
How to source stable, long-term cashflows from infrastructure debt with a strong ESG focus
Céline Tercier, Head of Infrastructure Private Debt at Ostrum Asset Management, explains why financing infrastructure through private debt with an ESG lens contributes to energy transition.
Aymeric Angotti, Head of Aircraft Private Debt at Ostrum Asset Management, explains why institutional investors should consider aircraft private debt.
Ostrum AM: Interview with Denis Prouteau, CIO Real Assets Private Debt
MV Credit: Interview with Frederic Nadal, CEO
Many institutions, sovereign wealth funds and family offices ploughed in to government bonds 10-15 years ago when yields were attractive. Those bonds are now maturing and need replacing.
Mirova's comment on the IPBES report on the state of land degradation around the world.
Annual outlook of aircraft industry.
Compared to investment grade bonds, corporate loans provide a sizeable yield pick-up and excellent risk-return characteristics relative to other credit instruments.
Collateralised assets benefit insurers under Solvency II.
Annual outlook of aircraft industry.
How to incorporate SCR constraints into the portfolio allocation for insurer.
Insurers need innovative investment strategies in response to regulation and low yields.
Private debt can be a lower-risk, higher-yielding alternative to traditional bonds.
Institutional investors are increasingly attracted by real asset private debt.
Including alternatives strategies in a portfolio can help to improve performance whilst reducing risk.
An alternative to conventional fixed income investments.