Timing the market

October 30, 2023

We launched our first ever institutional research report on Thursday, giving us additional credibility as we continue the push for institutional qualified purchaser investors. I recommend all of you give it a read through as the insights extracted from these interviews with a broad range of institutional investors (family offices, asset managers, and investment advisors) shed some light on where their interests lie.

The results speak for themselves and it only serves to reinforce the fact that the time for private credit is now. 63% of institutional investors are expecting to increase their allocation to private credit in 2024. The big reason for this is because the majority are expecting private credit to outperform or match every other asset class next year. Interestingly enough, some of our core value propositions (liquidity either inherent through duration or literal through secondaries, management fees, higher rates) are what these investors value the most in private credit.

Institutional investors are clearly asking for what we're aiming to deliver and we should capitalize on the asset class' moment in the spotlight