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AIMCo's CIO Talks Total Portfolio Approach, Private Credit and Risk

Pension Pulse

Rather than continuing to plough in capital, the investment team are now thinking more about comparing opportunities across assets and anticipating future trends. The typical four- to five-year tenor of a private debt deal means around 20 per cent of the portfolio is in perpetual motion. tied to assets including microchips.

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CPP Investments' Andrew Edgell on Private Debt's Next Stress Test

Pension Pulse

Looking forward, some skeptics might argue that most of the post GFC period was a low interest rate and low default rate environment and that too much capital may have been attracted to the space. A combination of our scale, certainty of assets, and our long investment horizon make us uniquely positioned as a global investor.

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BlackRock (BLK) Q4 2023 Earnings Call Transcript

The Motley Fool

Growing public deficits, a modernizing digital world, advancing energy independence, and the energy transition are driving the mobilization of private capital to fund critical infrastructure. Infrastructure investment is a fast-growing market. Our capital management strategy remains consistent. In 2023, we returned over 4.5

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