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Shifts across global credit markets have opened a compelling window for opportunistic lenders with flexible capital. In this podcast, Sculptor’s Jimmy Levin explains how the strategy is upending conventional wisdom about how credit market downturns play out.

Thomas Duetoft, partner, senior portfolio manager and multi-strategy solutions lead at Pemberton Asset Management, highlights the factors driving more diverse investment opportunities for LPs.

Market players are increasingly recognising the advantages of pursuing hybrid credit strategies, say All Seas Capital co-founders Marc Ciancimino and Cristobal Cuart.

Tech solutions are becoming increasingly sophisticated and can deliver the real-time reporting that private credit managers need to innovate throughout a fund’s lifecycle, says Kevin Hogan, group head of private credit at Aztec Group.

An evolving investor base is creating an environment in which private credit can flourish, says abrdn Investments’ head of private credit Neil Odom-Haslett.

For those willing to build scale and adapt to local idiosyncrasies, Asia-Pacific has a lot to offer, according to Barnaby Lyons, a partner and the global head of special situations at Bain Capital, and Andrew Schantz, a partner in Bain Capital’s private credit team in Asia.

Shane Forster and Justin Hooley, Asia-Pacific portfolio managers at Barings, explain why this segment of the direct lending market offers a compelling growth story.

The CLO market has moved into the mainstream, generating strong returns and appealing to new investors. Himani Trivedi, head of structured credit at Nuveen, reflects on its evolution.

A deep segment, less competition, downside protection and solid returns through different economic environments. All reasons why the smaller deals market is flourishing, says Charles-Henri Clappier, partner and head of KSO France and business development.

Significant risk transfer is one of the most talked-about investment ideas in private debt. But greater investor education is necessary to maximise the benefits of such deals, says PAG partner James Parsons.