News & Analysis

Of the attention-grabbing moments at this week’s DACH Forum, the suggestion that investors lean into risk raised the most eyebrows. We bring you a summary of the event’s major talking points.

In today’s edition, New Austrian GP Danube Flow is looking to raise a venture debt fund with a €100 million target. Meanwhile, Carlyle’s Harvey Schwartz said investors are concerned about AI concentration risk, but believe the fundamentals of AI are solid. Here’s today’s brief for our valued subscribers only.

The PEI Private Credit DACH Forum heard from academic Sascha Steffen that credits are starting to move seamlessly between the two markets.

In an environment of lower growth, investors may seek out illiquid assets for their return and diversification potential, according to AllianceBernstein’s chief investment strategist.

The firms have re-upped for Nuveen’s latest fund, with CPP’s head of APAC credit Raymond Chan citing ‘attractive opportunities’ in the Australian market.

In today’s edition, We reveal our Women of Influence in Private Credit for 2026. Plus: our inaugural Private Markets 100 ranking, and Invesco announces a tie-up with Finnish wealth manager for evergreen loan fund. Here’s today’s brief for our valued subscribers only.

LPs, some of which are hitting upper bounds of direct lending exposure, are turning to income-generating strategies like royalties, receivables and sale-leasebacks, says Conrod.

The evergreen fund will be available to both institutions and private wealth investors.

The suggested move has much prelude, both amongst other private credit concerns and in Blue Owl’s own recent history.