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

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.

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.

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.

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.

From self-sourcing to bank partnerships and synthetic risk transfers, private credit origination models vary widely, with implications for the underlying investor, says Arrow Global’s Toni McDermott.

Capital solutions strategies continue to gain attention, driven by borrowers’ need for flexible financing options and investors’ desire for uncorrelated income streams and unique origination channels, says Michael Searles at Barings.

With the uncertain macro backdrop looking set to continue through 2025, Polina Kurdyavko at RBC BlueBay Asset Management looks at two emerging markets debt approaches that remain particularly compelling.

The granular end of the European non-performing loan market is busier than ever, say LCM Partners’ co-founder and chief executive Paul Burdell and chief investment officer Adrian Cloake.

Phil Miall of QIC discusses what the asset class in Australia has to offer investors.