Interview

Churchill launches capital solutions strategy: Noah Charney to lead

Manager anticipates an exclusively PE-sponsored, mid-market portfolio of high-quality companies that need some extra support.

Market conditions: Goldman challenges negative sentiment

Despite a wave of negative coverage, Goldman Sachs Alternatives argues private credit fundamentals remain strong, with attractive spreads and growing opportunity sets.

Barings on the key drivers boosting infra debt growth

A confluence of structural mega-trends coupled with new types of capital entering the market make this an exciting time to be financing the energy transition, says Barings’ head of global infrastructure debt Pieter Welman.

Nuveen: Energy security is steering its pragmatic approach to the energy transition

The energy transition opportunity is now being driven by realism and commercial objectives more than climate philosophy or government policy, says Don Dimitrievich, global head of Nuveen Energy Infrastructure Credit.

NXT Capital: LPs must avoid the hype and focus on the key issues in private debt

Media hysteria around redemption runs and AI may be overblown, but they shine a spotlight on important topics LPs should consider when investing in private debt, says Ted Denniston, co-head and senior managing director of NXT Capital.

Arrow Global on the resilience of Europe’s mid-market lenders

Events in the Middle East may add to construction costs and financing pressure, but after a decade of shocks, Europe’s mid-market lenders are prepared to navigate volatility, says Arrow Global’s Ellis Sher.

Q&A with Cambridge Associates’ Audrey The

Cambridge Associates’ Asia team is focusing more on asset-based finance, lower mid-market direct lending and speciality lending, with an eye on regional diversification.

Barings on the evolution of mid-market direct lending

Amid private credit’s rapid expansion, Barings’ Tyler Gately and Stuart Mathieson discuss how mid-market direct lending has evolved and how it addresses growing investor demand for access to the asset class.

Bain Capital on a large and growing direct lending opportunity

Asia-Pacific direct lending still demands borrower education but exciting new markets are opening up, says Andrew Schantz, a partner in credit and special situations, Hong Kong, at Bain Capital.

Metropolitan Partners Group on how to unlock value in the lower mid-market

Finding new ways for US lower mid-market borrowers to ‘get to yes’ is creating opportunities for flexible managers that can put capital to work quickly, says Metropolitan Partners Group’s Daniel Leger.