Bain Capital的Jeffrey Hawkins低估了全球私人信贷的系统性风险,引述了稳定的保险投资者和向亚洲扩张。
Bain Capital's Jeffrey Hawkins downplays systemic risks in global private credit, citing stable insurance investors and expansion into Asia.
Bain Capital的Jeffrey Hawkins指出, 全球私人信用市场并未面临系统性风险, 称其为“轻微泡沫”,
Despite concerns over weak lending standards following U.S. company collapses, Bain Capital's Jeffrey Hawkins says the global private credit market isn't facing systemic risks, calling it "a little frothy" due to rapid capital deployment.
他指出,由于长期资产负债表,保险投资者仍然保持稳定,避免了资产-负债错配。
He notes insurance investors remain stable due to long-term balance sheets, avoiding asset-liability mismatches.
Bain管理着580亿美元的信贷资产,在亚洲——特别是澳大利亚和印度——正在扩大,那里的银行融资有限,启动了一个新的直接贷款基金和第三个特殊情况基金,目标是利用中市场机会。
Bain, managing $58 billion in credit assets, is expanding in Asia—especially Australia and India—where bank financing is limited, launching a new direct lending fund and third special situations fund to target middle-market opportunities.