Tokenization Trends - Tokenized money market funds and private credit opportunities are emerging [1] - Tokenization's tipping point is here, indicating significant growth potential [3] Institutional Involvement - Institutions like BlackRock, VanEck, and Franklin Templeton are already participating in tokenization [2] - Traditional capital is moving towards investing onchain, beyond just distribution [2]

Investment Trends - Nigeria is actively seeking alternative investments, aligning with a global trend of increased inflows into private credit [1] Global Market - The global trend indicates a rise in investments in private credit [1]

According to @RWA_xyz, Provenance is leading the private credit space by a country mile.Interesting. https://t.co/MzDkphf1UV ...

Churchill led a roughly $190 million private credit deal to support Shamrock Capital's purchase of communications and corporate strategy firm Penta Group, according to sources https://t.co/U5OlZazpBw ...

Investment Plan - Monroe Capital 计划通过结构性融资工具筹集 3.5 亿美元[1] - 该融资工具将以其多个基金的现金流作为支持 [1] Company Overview - Monroe Capital 是一家总部位于芝加哥的私募信贷投资公司 [1]

Alternative Investment Trends - Family offices are the fastest-growing market for alternative and private assets [2] - The number of family offices with exposure to alternative investments has increased by over 500% since 2016 [2] - There are now over 4,000 family offices with alternative investments, up from 651 in 2016 [3][4] Investment Preferences - Family offices are favoring private credit this year [4] - 39% of family offices plan to add or make new investments in private credit and private debt this year [4] - 29% of family offices plan to add or make investments in private equity [4] - Private credit is still a small share of the total family office portfolios at about 5% [5] - AI is the number one investment theme right now for family offices [8] Concerns and Challenges - Family offices are warning of higher fees and lower returns in private credit [5] - 72% of family offices say high fees are the biggest challenge to investing in private markets [6]

Private Credit Opportunity - Private credit sees a huge opportunity in infrastructure and digital infrastructure, with potentially high margins and lucrative coupons [1] - The sector is attracting significant attention, with many participants trying to enter the market [1] - UBS expresses concerns about the market becoming overheated and risks emerging due to excessive capital inflow [2] - Despite concerns, the industry remains somewhat skeptical about the long-term impact of potential overblown demand [2] Capital Expenditure and Bond Issuance - Morgan Stanley estimates approximately 3 trillion USD (万亿) in capital expenditure needs for AI over the next three years [3] - This capital expenditure could translate to hundreds of billions USD (千亿) in bond issuance [3] - A significant portion of the issuance is expected to be U S dollar denominated [3] Investment Grade Debt - The majority of the debt issuance is likely to be investment grade [4] - Long maturities of the debt instruments enable companies to achieve investment grade ratings [4] - The presence of underlying assets provides additional security [4][5]

Meta opted for a solution that pairs one of the biggest institutional bond firms with one of the fastest growing players in the private credit world https://t.co/evJ1vScn0r ...

The private credit arm of BC Partners has launched a new fund to succeed its $1.6 billion predecessor created through its partnership with Great Lakes to invest in middle-market deals, the firm said Tuesday https://t.co/h8hS0xET6y ...

The country lags behind when it comes to the use of private credit, which offers more flexible terms than conventional bank lending. There are, however, signs this is changing https://t.co/gN8pxjIBd4 ...