Viewpoints

Our investment professionals explore the trends, risks, and opportunities likely to shape global direct lending markets in the year ahead.

EM local debt has historically offered higher yields than the comparable U.S. risk-free rate, and recently has begun to exhibit more stability as well—which presents a compelling case for investors.

Against a shifting macro, political and geopolitical backdrop, our fixed income portfolio managers explore the future prospects for high yield, emerging markets debt, and investment grade credit.

In an environment characterized by change, our real estate debt and equity experts weigh in on the challenges and opportunities investors are likely to encounter across the global real estate markets in the year ahead.

The European real estate market is at the beginning of a new property cycle. Although the landscape is not devoid of risks, there are three key reasons why real estate debt presents a compelling investment opportunity—but a selective approach across sectors is crucial.

Where is direct lending headed in 2025? Our experts weigh in on a number of topics—from the implications of an increasingly competitive market to the interplay between public and private markets (and what that means going forward).

What's in store for global real estate markets in 2025? Our real estate debt and equity experts explore the key themes, risks and opportunities they’re thinking about for the year ahead.

From high yield to emerging markets debt to investment grade credit, what will 2025 hold for global fixed income investors? Our panel of experts weighs in on the opportunities and risks ahead.

In this PDI Q&A, Matt Hansford examines the broad and less known opportunity set in portfolio financing.