La consolidación de esta clase de activo amplía las alternativas de diversificación y entrega nuevas herramientas para una gestión más activa de los portafolios.
Detrás de cada auto o motocicleta vendido existe una necesidad de financiamiento. El crédito automotriz abre una oportunidad atractiva dentro de la deuda privada, con carteras diversificadas y activos reales detrás de cada operación.
Ante la retirada gradual de los bancos del crédito a medianas empresas, los fondos de deuda privada han ganado terreno con rapidez. Un cambio estructural cuyas implicaciones aún estamos empezando a comprender.
The decline in traditional banking’s market share is driving the growth of asset-backed financing, an alternative that is gaining ground due to its diversification and credit protection.
AI isn't just changing the way we live and work—it's driving new construction. Data centers, power grids, homes, and entire cities are springing up around an ecosystem that requires physical space to operate. And behind every project lies the same need: private financing.
While the market continues to focus on available inventory, mortgage rates, and subsidies, the real medium-term indicator may lie in building permits.
The shift away from business development companies is revealing key differences within the private credit sector and where value still lies.
The recent cases involving Tricolor and First Brands are testing the resilience of the private debt fund industry and the liquidity of its assets.
Over the last decade, private debt has experienced sustained growth and significant structural transformation. What was previously characterized by flexible solutions, less supervision, and bilateral relationships now operates under much more demanding standards in terms of information, governance, and regulatory control.
Private debt allows for more stable income with a better risk premium. In addition to being more limited in terms of duration, in most cases it allows investors to receive cash flows, avoiding some of the uncertainty regarding returns and maturity that private equity investments do have.