净值虚高、限制赎回!当下的“PE私募信贷危机”是新一轮“次贷”吗?

华尔街见闻
Feb 24

一场关于私募信贷市场的恐慌正在蔓延。Fourier Asset Management首席投资官Orlando Gemes发出严厉警告:“我们今天在私人信贷领域看到的危险信号,与2007年的情况惊人地相似。” 他特别指出贷方保护条款的恶化,以及复杂的流动性条款"掩盖了投资者认为自己持有的资产与实际能够退出的资产之间的错配"。 据追风交易台,2月23日德意志银行发布报告《Private credit:...

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