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Investors are carving out more sophisticated, granular and nuanced private credit allocation strategies capable of delivering real alpha, says Balance Point Capital partner Adam Sauerteig.

Both senior lending and junior capital dealflow are poised for a significant resurgence as uncertainty eases and M&A activity returns, say Churchill Asset Management’s Derek Fricke and Jill White.

Sponsors and management teams should be proactively monitoring and monetising their hard assets in the same way they do their real estate and financials, say Gordon Brothers’ Norma Kuntz and Frank Morton.

Private credit secondaries is still a nascent market, but poised for strong growth and increasing specialisation, says Marco Busca, head of indirect private debt at Generali Asset Management, part of Generali Investments.

Lenders are increasingly recognising that strong interconnectivity and business resilience strategies will be key to infra investment going forward, say Ropes & Gray partners Paul Armstrong and Emmanuel Mimin and counsel Sean Darling.

Sustainability should not be treated as a sub-segment of private debt, but as something that can fundamentally transform the entire asset class, maintains Johnny Brom, chief investment officer and founder, SAIL Investments.

What measures do direct lenders need to take to make a real difference to their portfolio companies? Jonathan Smith from LGT Capital Partners, head of the firm’s ESG and impact investing efforts in its private debt unit, outlines the priorities.

In Europe, ESG remains a key consideration for investors, while elsewhere the conversation has become more muted. Peter Arnold, head of European private markets at LBP Asset Management, examines the landscape.

How can private markets firms deploy the latest technology to optimise their operations? Guillaume Doinet, global product strategy and innovation lead, Securities Services, BNP Paribas, provides insights.

The growing market for energy and power solutions is creating opportunities for lenders that can bridge the funding gap, says Don Dimitrievich, senior managing director and portfolio manager in the Energy Infrastructure Credit group at Nuveen.