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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.

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

Pension Pulse

A combination of our scale, certainty of assets, and our long investment horizon make us uniquely positioned as a global investor. Right now, spreads and terms on new deal flow appear attractive, so lenders are being disciplined for the most part. How big a recession and default cycle is still to be determined.

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BlackRock (BLK) Q4 2023 Earnings Call Transcript

The Motley Fool

BlackRock's deep relationships with clients, corporates, governments, and sovereign wealth funds can accelerate investment opportunities. As I said in my prepared speeches, and I think Bayo would echo everything I'm going to be saying, we're just beginning, I would say, a very bright investment horizon for infrastructure.

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