Welcome to our 2020 Summer edition of Investment Perspectives

In the last edition of Investment Perspectives, we commented that at some stage there would be opportunities to be sought in the wake of the coronavirus and its impact on markets. Over the last couple of months, we've been working with managers to understand which opportunities are most likely to provide genuine accessible investments for investors. As markets and economies tentatively recover, focus can now move to the implementation of these new investment opportunities.

In this edition of Investment Perspectives we focus on three of the opportunities that we consider most attractive:

• The Special Situations Financing strategy focuses on how investors can exploit borrowers’ needs for timely and flexible financing solutions and consequently generate attractive risk-adjusted yields.
• The Distressed Debt strategy focuses on how investors can exploit opportunities when a borrower’s debt burdens have become unsustainable.
• The Fund Secondaries strategy focuses on how secondary market trading of interests in closed-end, private funds can provide investors with attractive entry points and enhanced returns in asset classes such as private equity, private debt and infrastructure.

Download the full publication here

Upcoming Webinar

You can also replay our webinar where our experts showed how we screen and evaluate opportunities and pitched the three opportunties that we explore in Investment Perspectives. 

Watch now on-demand