Morgan Stanley Direct Lending: Growing And Diversifying Its Portfolio
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Morgan Stanley Direct Lending (MSDL) is expanding its portfolio with more investee companies and is expected to benefit from a favorable deal environment in 2025. Despite premium valuations, MSDL could gain from falling interest rates as yields remain resilient.
December 31, 2024 | 6:45 pm
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Morgan Stanley Direct Lending is expanding its portfolio and is expected to benefit from a favorable deal environment in 2025. Despite premium valuations, MSDL could gain from falling interest rates as yields remain resilient.
MSDL is expanding its portfolio and is expected to benefit from a favorable deal environment in 2025. The potential for falling interest rates while yields remain resilient could positively impact MSDL's financial performance. However, the premium valuation reduces the margin of safety for new investors.
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IMPORTANCE 80
RELEVANCE 100