AsianInvestor, by Nishtha Asthana
Our Deputy CIO and Managing Director for Private Investments, Eddie Ong shared his views on allocation trend towards private credit with AsianInvestor.
Asset owners may find private debt more attractive, where returns are high relative to the historical rate environment. In addition, gradual interest rate declines would benefit private debt generally.
We see clear trends of allocation of more capital towards private debt across global markets and institutional investor types compared to past portfolio compositions and a growing appetite for Asia private equity opportunities, given the depressed valuations relative to their developed market counterparts.