Market Commentary Archives | Kingsbury & Partners - Private Markets & Private Office Consultancy

Insight Type: Market Commentary

Our Conversation with Legacy Talks

In this episode, our Managing Partner Ben Rockell and Chief Investment Officer John Hubball sat down with host David Tarbotton, CEO of Legacy Capital to unpack the way these products...

Scale Isn’t a Strategy

Large funds — constrained by their own size and cost structures — have to chase volume. They build machines that can only move when the deal is big enough to...

The Trump Card: What a Second Term Means for Federal and Private Student Loans

Donald Trump’s re-election has fundamentally changed the outlook for student loans in America. The days of paused payments, forgiveness campaigns, and soft collections are ending. In their place will come...

Has Private Credit Gone Public?

For years, private credit has been the quiet success story of global finance. While equity markets have swung between euphoria and despair, private lenders have quietly built a $1.5 trillion...

Investing in Private Student Loans: A High-Yield Opportunity in Distressed Consumer Credit

Discover why private student loans are an overlooked but high-potential asset class. Learn how investors can earn strong yields from distressed and re-performing student loans in the US....

The Evolving Asset Allocation of Family Offices

Family offices have long been at the forefront of wealth preservation and intergenerational planning, with their investment strategies traditionally rooted in diversification. In recent years, however, there has been a...

Private Credit: Fundraising & Dry Powder 2024

Private credit has evolved into a cornerstone of alternative investments over the past decade, driven by structural changes in global finance and investor demand for higher yields. As traditional bank...

Essentials to Private Student Loans as an Asset Class

Private student loans represent a robust asset class with growing appeal. The combination of stable demand, attractive yields, and resilience to economic cycles positions them as a compelling addition to...

Why Private Credit is Ideal for Growth-Stage Businesses

For growth-stage businesses, securing the right funding is critical to scaling operations, expanding market share, and achieving long-term goals. While equity financing often takes centre stage, private credit offers a...

Centres of Opportunity: Global Private Credit Hubs

From New York’s financial might to Singapore’s regional influence, each location offers unique advantages for investors and fund managers alike. The geographical spread of direct lending, backed by impressive statistics,...

The Role of Governance in Private Credit

A robust governance framework not only safeguards the lender's interests but also enhances the borrower's credibility, paving the way for a successful partnership. Here’s why governance matters and what to...

The Case for Transparency in Private Credit

Borrowers who embrace transparency do more than secure capital; they set themselves apart in a competitive market. Investors value trust and openness, and companies that consistently demonstrate these qualities build...

Foreign Fund Marketing in the UAE

The United Arab Emirates, and Dubai in particular, an affluent, tax efficient country that rests geographically between East and West, has become a leading financial centre and destination for asset...

Private Credit: Supplying the Demand

Recently we have seen both investors and issuers switch their preference from private equity and public debt to private debt otherwise known as private credit. The feel on ground is...

Loan Notes, Uncovered – Common Issuer Mistakes

Very seldom do companies start out life with a view to lose any investors money. Defaults and delays do happen, but we have seen that there is a very similar...