Arini

Traditional sources of financing are retreating from the European markets while substantial amounts of debt incurred during periods of low interest rates and tight credit spreads are coming due.     This shift is creating a funding gap that we believe will see many European borrowers lack access to financing, despite having high-quality assets and strong financial profiles.   The article below offers our team’s insights on the evolution of the European high yield market and opportunity set in the region. #Arini #EuropeanHY

Our CIO and Founder Hamza Lemssouguer joined Bloomberg Intelligence’s Credit Edge Podcast with James Crombie, Giulia C. Morpurgo and Tolu Alamutu to discuss the evolution of leveraged finance in Europe, the looming maturity wall and the impact of higher rates on high yield borrowers. “If you have fixed debt, you don’t necessarily see the impact of rate volatility until you have to refinance,” said Hamza. “The market has been very active in refinancing these companies, but we still have a lot to do.” You can listen to the full podcast episode here: https://lnkd.in/dTx7K2fZ #LeveragedFinance #Credit #HighYield #Arini

Our Head of Structured Credit Mehdi Kashani spoke with Tom Lemmon from GlobalCapital about the CLO market and the importance of a consistent approach. Mehdi also discussed the broader Arini strategy: “The core of everything we do is fundamental credit underwriting: that’s the IP of the firm as a whole, and in CLOs we’re using all of that. We’re using the IP that our analysts generate to make good credit selections, to create solid portfolios, and to manage CLOs in an optimal way.”   Turn to page 10 of GlobalCapital’s Global ABS 2024 Special Report to read more. We are also on the ground at #GlobalABS in Barcelona this week, reach out if you’d like to meet for a coffee! #Arini

The Arini team will be attending SuperReturn International in Berlin next week (June 4 - 7). If you would like to catch-up, please contact Eliza Holladay (Chief Strategy Officer) or Jonas Frantz, CFA (Head of EMEA Marketing). We look forward to seeing you there!  #SuperReturn #SuperReturnInternational #PrivateCredit #Arini

We’re thrilled to announce that we’ve been honored as the ‘Debut CLO Manager of the Year’ by GlobalCapital, following the launch of our European CLO platform last year. These awards recognize the market's leading deals and institutions. Thank you to the GlobalCapital team for the recognition, and congratulations to our team on this milestone! Read more here: https://lnkd.in/eypRerHk #Arini #CLO #securitization

Arini, a credit manager based in London, has successfully raised $150 million in the first close of its Credit Opportunities fund. This new fund aims to take advantage of the expected surge in refinancing activities in Europe. #PDI #PrivateDebt #Fundraising #Europe

#iConnectionsMiami24 #GlobalAlts2024 #AltsMiami2024

We are delighted to share that Arini has been shortlisted for ‘Debut CLO Manager of the Year’ and ‘CLO Deal of the Year’ at GlobalCapital's 2024 European Securitization Awards. You can vote for us here: https://lnkd.in/eazYgEYH   #CLO #Securitization 

We are pleased to announce the launch of our debut European CLO platform, marked by the successful pricing of Arini European CLO I, a €401.3 million new-issue transaction that will invest in a diversified portfolio of European broadly syndicated senior-secured loans. The creation of a dedicated CLO platform, combined with Arini’s sector-based fundamental research approach, will further enhance the firm’s 360-degree access and view of European credit markets.   Read more here: https://lnkd.in/gggvUF4A

Our founder and CIO, Hamza Lemssouguer, sat down with Bloomberg’s claire ruckin to share his thoughts on the evolving credit landscape, the looming maturity wall, and where he sees opportunities in the market. Read the full piece here: https://lnkd.in/emgMYHvX #Credit