Archive

  • Comment: Are private credit fund redemptions 'transferring money from the impatient to the patient'?

    08 April 2026

    How some insurers might be getting into private markets 'on the cheap'

  • Athora: The benefit of patient capital, in private credit

    06 April 2026

    For every €1 the re/insurer has deployed in private credit since 2018, losses have affected €0.007, as David Walker discovers

  • Experts turn to typhoons, and rock band amplifiers, to describe degrees of market stress

    02 April 2026

    Suddenly, the VIX index seems oh so very quaint a way to gauge investor tumult and fear

  • Chart of the Week: Hedgebay Securities' Andrew Kurian on private-credit stress, funds trading at discounts to NAV, and Spinal Tap's amplifier...

    27 March 2026

    Investors' mindsets are transitioning from a 'pull-to-maturity' mindset, to something more like 'mark-to-market'

  • Stress levels of private credit fund sellers not yet half those of late 2008, says Hedgebay

    20 March 2026

    Stakes changing hands at discounts reaching 50% of NAV

  • Bringing liquidity to the world of private credit

    13 November 2025

    Trading platform HedgeBay is seeing brisk business trading funds holding AI, gold and rare-earths. Will private credit soon follow? David Walker spoke with its CFO to find out

  • Alternative stress-testing should "start at" 18% or 20% devaluations, says HedgeBay

    04 November 2025

    In market crises, CFO says, holders could not even "give away" some illiquids

  • Comment: Is RGA out-foxing mainstream private credit investors?

    29 October 2025

    The existence of credit secondaries suggests investors willing to sell out

  • The nitty-gritty of insurers' IMAs with hedge funds

    14 February 2024

    An LP agreement in 2021 of Solasglas Investments and various Greenlight Re entities with hedge fund DME Advisors II, LLC, illuminated variables commonly negotiated between re/insurers and alternative managers.