PRIVATE MARKETS

Private debt in focus

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This is an excerpt from the full monthly report which goes deeper into how private debt is navigating key macro or market themes, current insights from our private debt platforms, and the landscape of the global private debt asset class.

Key takeaways

We see a range of opportunities across various sectors and industries as we head into 2024.

  • In Private Credit, we favor outpatient care, specialty pharma, essential service providers, HVAC producers, and consumer-oriented brands with a sustainability focus. Additionally, we favor enterprise software companies that are deeply entrenched in companies’ business infrastructure as well as cloud migration companies.
  • In Real Estate debt, we favor medical offices, self-storage, and industrial assets around ports that stand ready to benefit from the theme of near-shoring. In Infrastructure debt, we favor hyperscalers (large data centers), contracted battery storage, and renewable fuels.

Authors

James Keenan
BlackRock CIO & Global Head of Private Debt
Terry A. Simpson
Multi-Private Debt Senior PM & Office of CIO

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