Insights
Our perspective on private markets.
Market perspectives, case studies, and publications from our investment team, written for borrowers, partners, and intermediaries.
- August 2026Market CommentaryEnglish
MENA credit markets: 2026 mid-year commentary
The conflict shock, the resilience of the GCC funding machine, and the sukuk market's record share of Gulf funding.
- August 2026Market CommentaryEnglish
Asia-Pacific credit markets: 2026 mid-year commentary
The private credit growth engine, the new selectivity of capital, and the market infrastructure now arriving in the region.
- April 2026Market Perspective
The premium of private credit in a normalizing rate environment
Why patient, balance-sheet capital continues to earn an illiquidity premium that public markets cannot replicate.
- February 2026Publication
Capital across cycles: an MENA perspective on long-duration credit
Observations from the Gulf on patient capital, sovereign-style horizons, and the durability of well-structured private debt.
Full perspectives, case studies, and publications are forthcoming.