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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

DK Opportunistic Credit White Paper Thumbnail

Videos

Annual General Meeting (May 2026)
Tony Yoseloff on Bloomerg's The Close (May 2026)
Tony Yoseloff at 2026 Milken Institute Global Conference (May 2026)
Pat Dennis at 2026 Milken Institute Global Conference (May 2026)
Suzanne Gibbons on Bloomberg Radio (April 2026)
James Li on Bloomberg Radio (March 2026)
Tony Yoseloff at 2025 SuperReturn International
Tony Yoseloff at 2025 Milken Institute Global Conference
James Li at 2025 Milken Institute Global Conference
Tony Yoseloff at iConnections Global Alts Miami 2025
Pat Dennis at 2024 Milken Institute Asia Summit
Tony Yoseloff at 2024 Milken Institute Global Conference
James Li at Global Alts 2024
Joshua Morris at 2024 Milken Institute Global Conference
Davidson Kempner's Approach to Innovation

News & Insights

Alt Goes Mainstream Q&A with Tony Yoseloff and Suzanne Gibbons: Opportunities in Credit Amidst a Capital Structure Reset? Thought Leadership April 2026
Financial Times Op-Ed with Suzanne Gibbons: Adjusted EBITDA and the masking of leverage Thought Leadership March 2026