Listen to Insurance AUM’s latest podcast, where SLC Management’s Andrew Kleeman and Crescent Capital Group’s Chris Wright and John Bowman discuss opportunities for insurers across the private credit spectrum.
Infrastructure debt has become an increasingly prominent component of many portfolios. SLC Management takes a deeper look into the market forces, potential benefits and outlooks driving this investment universe.
Looking deeper into liquidity, AI factors in the market
Issuance momentum carried into the beginning of the year, with notable year-over-year volume increases for the quarter. Meanwhile, continued headline focus on specific corners of stress in private credit, plus secular issues related to AI, have created conditions in which deeper analysis of this investment universe could generate opportunities.
Placement volumes remained healthy in Q4 2025, powered by strong investor demand. This occurred despite an uncertain macro environment, and recent, highly public defaults in specific corners of the private credit universe merit a more comprehensive look at these asset classes.
