Investment Key Themes | Alt Credit Intelligence



Getting comfortable with CRE CLOs

Värde Partners gets comfortable in commercial real estate another way, through CLOs, by Missy Dolski and Jim Dunbar



Private debt: the new synthetic

Idinvest’s partner and head of private debt on the danger lurking in the latest trend in direct lending










Duration Matters: Semper Capital on GSE CRTs

Semper Capital’s Neil Aggarwal talks Alt Credit Intelligence through the agency credit risk transfers and why they make for compelling opportunities