The relative value of private debt

The impact of higher interest rates

How middle-market companies are performing

What’s ahead for default and loss rates

The outlook for direct lending volumes

In this episode of RPM, Richard Schmidt, Senior Analyst, Private Debt, and Jovan Samardzic, Managing Director, Private Debt Research, join co-host Michael Venne to discuss the state of the private debt market. They cover:
The relative value of private debt (2:12);
The impact of higher interest rates (4:42);
How middle-market companies are performing (6:57);
What’s ahead for default and loss rates (8:20); and
The outlook for direct lending volumes (10:26).

In this episode of RPM, Richard Schmidt, Senior Analyst, Private Debt, and Jovan Samardzic, Managing Director, Private Debt Research, join co-host Michael Venne to discuss the state of the private debt market. They cover:
<ul>
<li>The relative value of private debt (2:12);</li>
<li>The impact of higher interest rates (4:42);</li>
<li>How middle-market companies are performing (6:57);</li>
<li>What’s ahead for default and loss rates (8:20); and</li>
<li>The outlook for direct lending volumes (10:26).</li>
</ul>

StepStone Group explores the world of Private Markets through conversations with our thought leaders on key developments across private equity, private debt, real estate, and infrastructure. In each episode a member of StepStone’s investment team will discuss the data, trends, and insights helping shape investors' portfolios.

StepStone Group explores the world of Private Markets through conversations with our thought leaders on key developments across private equity, private debt, real estate, and infrastructure. In each episode a member of StepStone&rsquo;s investment team will discuss the data, trends, and insights helping shape investors' portfolios.

RPM - Reflections on Private Markets

StepStone Group explores the world of Private Markets through conversations with our thought leaders on key developments across private equity, private debt, real estate, and infrastructure. In each episode a member of StepStone’s investment team will discuss the data, trends, and insights helping shape investors' portfolios.

RPM—42 | Private debt in the high-rate era with Richard Schmidt and Jovan Samardzic

Updates from our Fall House Views

Opportunities in non-core assets

Property trading volume

Trends in capital deployment

Property type outlooks

In this episode of RPM, Jeff Giller, Partner and Head of Real Estate, and Margaret McKnight, Partner and Head of Portfolio Solutions for StepStone Real Estate, rejoin co-host Maribel Yoo to discuss our Spring 2024 House Views on the state of the real estate market. They cover:
Updates from our Fall House Views (1:38);
Opportunities in non-core assets and distressed properties (2:41);
Property trading volume (5:45);
Trends in capital deployment (8:14); and
Property type outlooks (10:06).

In this episode of RPM, Jeff Giller, Partner and Head of Real Estate, and Margaret McKnight, Partner and Head of Portfolio Solutions for StepStone Real Estate, rejoin co-host Maribel Yoo to discuss our Spring 2024 House Views on the state of the real estate market. They cover:
<ul>
<li>Updates from our Fall House Views (1:38);</li>
<li>Opportunities in non-core assets and distressed properties (2:41);</li>
<li>Property trading volume (5:45);</li>
<li>Trends in capital deployment (8:14); and</li>
<li>Property type outlooks (10:06).</li>
</ul>

RPM—41 | Spring 2024 Real Estate House Views with Jeff Giller and Margaret McKnight

Why it is a bull market for RE secondaries

Comparing GP- and LP-led secondaries

Why we like GP-led secondaries

In this episode of RPM, co-host Maribel Yoo hands the mic to Margaret McKnight, Partner and Head of Portfolio Solutions for Real Estate, to interview Jeff Giller, Partner Head of StepStone Real Estate, about our recent whitepaper, Bull market for real estate secondaries. They discuss:
Why it is a bull market for RE secondaries (01:22);
Comparing GP- and LP-led secondaries (06:50);
Why we like GP-led secondaries (10:55).

In this episode of RPM, co-host Maribel Yoo hands the mic to Margaret McKnight, Partner and Head of Portfolio Solutions for Real Estate, to interview Jeff Giller, Partner Head of StepStone Real Estate, about our recent whitepaper, Bull market for real estate secondaries. They discuss:
<ul>
<li>Why it is a bull market for RE secondaries (01:22);</li>
<li>Comparing GP- and LP-led secondaries (06:50);</li>
<li>Why we like GP-led secondaries (10:55).</li>
</ul>

Real estate secondaries with Jeff Giller and Margaret McKnight

Our history as European PE managers

Unpacking Europe’s headline risk

Opportunities in growth investing

Recent small market outperformance

The Nordics’ growth potential

Health investments and digitalization

In this episode of RPM, Akhilan Nesaratnam, Thomas Dupont and Carlos Sahuquillo from our private equity team in London join co-host Michael Venne to discuss Europe’s private equity landscape. The conversation surrounds common misconceptions about Europe’s investment opportunities, unpacking four key European sectors and the topics of our recent papers: European small and middle market buyouts, the Nordic region, European growth equity and European healthcare. They discuss:
Our history as European PE managers (02:23);
Unpacking Europe’s headline risk (08:13);
Opportunities in growth investing (09:41);
Recent small market outperformance (13:13);
The Nordics’ growth potential (15:25); 
Health investments and digitalization (18:24).

In this episode of RPM, Akhilan Nesaratnam, Thomas Dupont and Carlos Sahuquillo from our private equity team in London join co-host Michael Venne to discuss Europe’s private equity landscape. The conversation surrounds common misconceptions about Europe’s investment opportunities, unpacking four key European sectors and the topics of our recent papers: <a href="https://www.stepstonegroup.com/news-insights/european-private-equity-is-small-better/" data-auth="NotApplicable" data-linkindex="0">European small and middle market buyouts</a>, <a href="https://www.stepstonegroup.com/news-insights/the-nordic-mode-outperformance-in-private-equity/" data-auth="NotApplicable" data-linkindex="1">the Nordic region</a>, <a href="https://www.stepstonegroup.com/news-insights/european-growth-overlooked-and-under-allocated/" data-auth="NotApplicable" data-linkindex="2">European growth equity</a> and <a href="https://www.stepstonegroup.com/news-insights/european-healthcare-private-equitys-outperformance-and-strategic-pathways/" data-auth="NotApplicable" data-linkindex="3">European healthcare</a>. They discuss:
<ul>
<li>Our history as European PE managers (02:23);</li>
<li>Unpacking Europe’s headline risk (08:13);</li>
<li>Opportunities in growth investing (09:41);</li>
<li>Recent small market outperformance (13:13);</li>
<li>The Nordics’ growth potential (15:25); </li>
<li>Health investments and digitalization (18:24).</li>
</ul>

RPM—42 | Private debt in the high-rate era with Richard Schmidt and Jovan Samardzic

RPM - Reflections on Private Markets

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