Europe

Permira Credit on AI advances: Avoiding structural losers with sector expertise

The disruptive influence of artificial intelligence means sector knowledge in private credit has never been more important, say Permira Credit’s David Hirschmann and Benoit Vauchy.

Partners Group on achieving competitive advantage in a hot market

Increased scale, dedicated capital and the rise of GP-led deals are contributing to a secondaries boom, say Callum Smith and Lori Pomerantz of Partners Group, and Marco Busca of Generali Asset Management.

Download PDI’s 2026 Europe report

Inside: We profile the five hottest opportunities shaping European private credit; How European lenders are preparing for retail investors; Plus, expert analysis from industry leaders; And much more…

Arrow Global: Local origination and asset backing will determine Europe’s winners

Asset-backed strategies and managers prioritising local origination are best positioned to succeed in Europe as the market grapples with testing macro conditions, says Adam Baghdadi, managing director at Arrow Global.

Credit managers target defence spending

Turbulent geopolitics has placed capital expenditure in the defence industry under the searchlight. PDI explores the role private credit may have in supporting frontline efforts.

Iran conflict drives rise in real estate lender caution

Margins remained stable during Q1, but Chatham Financial has observed growing nerves around agreeing loan terms.

What makes the European mid-market so resilient?

A confluence of macroeconomic tailwinds and cleverly structured portfolios means that the European mid-market is well placed to endure a challenging credit cycle.

Arcmont on finding opportunities amid the noise

As European private credit continues its growth trajectory, Michael Massarano of Arcmont Asset Management digs into what is required to stay ahead of competitors against a volatile macroeconomic backdrop.

Triton Partners: How to avoid a herd mentality in deal-sourcing

Amyn Pesnani and Matthew Turner at Triton Partners explain why thorough due diligence and risk underwriting are so crucial to offering a differentiated approach to European credit investing.

Kirkland & Ellis: GP-leds transform the credit landscape

An abundance of capital and opportunity is coming together, say Mark Boyagi, Sean Hill and Ted Cardos, partners in the investment funds practice at Kirkland & Ellis.