Our Insights

Optimizing the Efficient Frontier: Opportunistic Credit Amid a Capital Structure Reset

As higher-for-longer rates, refinancing pressure, and aging private equity portfolios continue to reshape capital needs, we believe that the case for opportunistic credit is robust.

In our latest white paper, Optimizing the Efficient Frontier: Opportunistic Credit Amid a Capital Structure Reset, we explore why this backdrop may prove attractive for opportunistic credit investors across capital solutions, restructurings and special situations. The white paper also discusses how opportunistic credit strategies may offer what we consider to be attractive risk-adjusted returns for institutional portfolios with moderate-to-high public equity exposure.

White Paper March 2026