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Deal activity has slowed and firms are focused on preserving value in their portfolios. It’s time to double down on the right framework and repeatable processes, according to Marc Preiser and Mikko Iso-Kulmala at Fidelity International.

Outside China, there are solid grounds for optimism in Asia-Pacific markets, say Tor Investment Management’s Patrik Edsparr and Chris Mikosh.

Allocations to private credit backed by real estate are growing in Australia, especially for commercial property, say MaxCap’s Wayne Lasky and Bruce Wan.

Strong returns are achievable in Australia for fund managers with good track records, in-depth local knowledge and deep relationships

Recovery rates may be lower, but CLOs will provide plenty of opportunity through the credit cycle, according to Anthony Breaks, head of investments, securitised products and asset-based finance, Schroders Capital.

Twin Brook’s Kim Trick discusses what direct lenders are focused on in the current market environment and why experience matters when it comes to managing through cycles.

Chief credit officer Shannon Fritz outlines Antares’ approach to downside protection across economic cycles.

Deals are getting larger, and those providing the loans are becoming more trusted and sophisticated. Craig Packer of Blue Owl Capital thinks these are reliable indicators that direct lending is set to expand and prosper.

European mid-market companies look particularly attractive amid an increase in restructurings across the region. BlueBay institutional portfolio manager James Rous considers why economic headwinds translate to tailwinds for special situations investors.

Despite broader headwinds for the sector, secured lending into niche areas of the European residential real estate market offers compelling risk-adjusted returns, says Adrian Cloake, chief investment officer at LCM Partners.