Sponsored

Media hysteria around redemption runs and AI may be overblown, but they shine a spotlight on important topics LPs should consider when investing in private debt, says Ted Denniston, co-head and senior managing director of NXT Capital.

Events in the Middle East may add to construction costs and financing pressure, but after a decade of shocks, Europe’s mid-market lenders are prepared to navigate volatility, says Arrow Global’s Ellis Sher.

Amid private credit’s rapid expansion, Barings’ Tyler Gately and Stuart Mathieson discuss how mid-market direct lending has evolved and how it addresses growing investor demand for access to the asset class.

Asia-Pacific direct lending still demands borrower education but exciting new markets are opening up, says Andrew Schantz, a partner in credit and special situations, Hong Kong, at Bain Capital.

Finding new ways for US lower mid-market borrowers to ‘get to yes’ is creating opportunities for flexible managers that can put capital to work quickly, says Metropolitan Partners Group’s Daniel Leger.

As the US and European private credit markets become increasingly saturated, investors are turning their attention to Australia, says FC Capital’s chief executive officer, Christian Brehm.

Investor demand for private debt has flourished, but strong alignment will distinguish the highest-quality lenders, say Corinthia Global Management’s Craig Shirey, Mark Wilton and Boris Okuliar.

The European mid-market remains in good health, benefiting from market dynamics that set it apart from the US, says Peter Arnold, head of European private markets at LBP AM European Private Markets.

Europe’s structural advantages create a compelling opportunity set for private credit investors, according to Andrew Cleland-Bogle, partner and head of direct lending, and Stephen Escudier, partner and co-head of credit opportunities, at Bridgepoint Credit.

Time-tested underwriting principles, conservative leverage structures and active portfolio management will differentiate managers in volatile markets, say TPG Twin Brook’s Christopher Hendrix, Tony Maggiore and Evan Larsen.