12th June 2018
Big wheels keep on turning
Overview
Despite concerns of rising populism in Europe and further afield, strong corporate earnings and a low default environment continue to be supportive for direct lending in Europe. The floating rate nature of the asset class provides further upside in a rising rate environment, with our borrowers contractually hedged against higher base rates. We are confident direct lending in Europe still offers compelling risk-adjusted returns for investors for the foreseeable future.
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