Europe

Ely Place Partners: GPs should engage early with this innovative market

With GP-led deal popularity soaring and opportunistic portfolios entering the fray, there is now a broader opportunity, according to Daniel Roddick, founder at Ely Place Partners.

Pantheon: Primary market noise brings secondary opportunity

Retail redemptions and software exposure highlight the need for liquidity across private credit, offering potential opportunities for secondaries investors, according to Rakesh (Rick) Jain and Toni Vainio at Pantheon.

The five hottest opportunities shaping European private credit

LP interest in European opportunities against a challenging geopolitical backdrop has been well publicised, but how can lenders differentiate their offerings in an increasingly crowded market?

Three key reasons why Europe is rising up credit LPs’ agendas

Investors are looking to expand into new strategies and sector specialisms as focus on the continent intensifies.

European lenders prepare for influx of retail investment

European managers say that changes to fund structures are only the beginning of the continent’s retailisation trend.

Real estate brokers turn to private credit funds – report

Private lenders have come to dominate real estate lending in the UK, according to research by the London School of Economics.

Moody’s analysts discuss their outlook downgrade for BDCs

Four factors weigh on the sector: leverage, redemptions, asset quality and the risk of obsolescence by AI.

Loan Note: Secondaries rise provokes LP/GP debate; Pemberton finds retail, software largely US issues

Secondaries on the rise, but LPs and GPs don’t always see eye to eye. Also, Pemberton highlights US/Europe disparity over retail and software woes; and private credit deals on the up in Africa. Here’s today’s brief for our valued subscribers only.