Sponsored

Pemberton Asset Management: Strength in numbers

LPs should prioritise managers with deep, locally rooted teams and robust credit capabilities to unlock the full potential of the European mid-market, says Boris Harmsen of Pemberton Asset Management.

Partners Group on how credit secondaries are evolving to meet long-term demand

The market for GP-led and LP-led transactions is speeding up, driven by the opportunity to acquire interests in credit funds at a premium, say Henri Lusa, Callum Smith and TJ Bakshi of Partners Group.

Pantheon: Credit secondaries pipeline is as robust as ever

Tightened liquidity and a volatile economic outlook will continue to drive the market forward, according to Rakesh (Rick) Jain, partner and global head of private credit, and Toni Vainio, partner and head of European private credit, at Pantheon.

Davis Polk & Wardwell: Credit secondaries funds are poised for growth

With private credit fundraising flourishing, new managers emerging and GP-led deals on the increase, Leor Landa, head of Davis Polk & Wardwell’s investment management practice, and partner Sijia Cai, are expecting a bright future for the private credit secondaries market.

Ardian: Why manager longevity really matters

Europe’s mid-market offers superior risk control, attractive pricing and a continually expanding opportunity set, says Mark Brenke, member of the executive committee and head of private credit at Ardian.

Huatai International: AI and shifting supply chains power Asian private debt

Shifting global dynamics are adding further fuel to private credit growth drivers in Asia-Pacific, say Ryan Chung and Isaac Wong of Huatai International.

AB CarVal: Non-bank asset-based finance is a compelling diversifier

Non-bank asset-based finance may be viewed as opportunistic by some investors, but in reality it is a vast and established asset class offering compelling diversification, say AB CarVal’s James Sackett and PJ Collins.

Investec: The lower mid-market advantage

Strong relationships with borrowers and a deep understanding of their business are required to achieve compelling returns and attractive terms in the lower mid-market, according to Investec’s Callum Bell and Greg Betz.

Bridgepoint on finding pockets of opportunity in a challenging environment

If you have a flexible mandate and powerful sourcing capabilities, you can still identify interesting opportunities and deliver outsized and compelling returns, even in a low-growth environment, say Bridgepoint’s Rohit Dhote and Stephen Escudier.

Kartesia: Will direct lending funds deliver distressed dealflow?

Bloated private debt portfolios could prove ideal fodder for distressed debt investors in Europe, but it remains to be seen how managers will behave, says Tomás Neuhaus, partner and head of value enhancement at Kartesia.