11
Nov
LP allocations: Seeking differentiation in an evolving market
Investors are reassessing how to allocate across the credit spectrum, balancing yield, liquidity, and downside protection while navigating uneven recovery across sectors and regions. Capital is increasingly flowing toward strategies that offer structural protection, pricing power, and flexibility. This panel explores how institutional investors are developing their credit portfolio, where they are finding conviction, and how allocation decisions are shifting in response to changing market dynamics.
- Where are you finding investment conviction today: scale, specialisation, or niche strategies?
- What’s driving LP interest in evergreen, semi‑liquid and hybrid structures?
- What are LPs prioritising when selecting or reupping with managers?
- To what degree should LPs diversify their private debt exposure away from direct lending and into opportunistic credit?
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SpeakersPhilip Kam CEO APLMA
Vincent Hui Managing Director, APAC Credit CPP Investments
Anthony Chan CEO Isola Capital
Catherine Mooney Partner New Peak Partners
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