AI

Arcmont on finding opportunities amid the noise

As European private credit continues its growth trajectory, Michael Massarano of Arcmont Asset Management digs into what is required to stay ahead of competitors against a volatile macroeconomic backdrop.

Triton Partners: How to avoid a herd mentality in deal-sourcing

Amyn Pesnani and Matthew Turner at Triton Partners explain why thorough due diligence and risk underwriting are so crucial to offering a differentiated approach to European credit investing.

What the tech revolution means for secondaries

AI may be poised to turbocharge secondaries underwriting, but digital marketplaces and tokenisation are yet to gain traction.

How credit secondaries offer flexibility for LPs

Whether diversifying a portfolio or rapidly putting capital to work, credit secondaries offer a vital new tool for investors.

StepStone Group on capturing opportunities as the market scales

Innovative structuring is helping to drive the next phase of growth in credit secondaries, maintains John Bohill, partner and member of the Private Debt Investment Committee at StepStone Group.

Blackstone posts earnings rise and shrugs off SaaSpocalypse talk

Private credit returns declined in Q1, but executives blame ‘naysayers’ not fundamentals.

The illiquidity crisis: Democratised and distressed

Matthias Kirchgaessner examines retail redemption stress, institutional contagion channels and the broader repercussions for the private credit market.

Private credit exposure to AI risks driven by incentive structures – report

Private debt funds face exposure to AI-disrupted industries in approaching 60% of assets, driven by a culture focused on origination rather than portfolio management.

Credit managers seek to navigate the ‘SaaS-pocalypse’

Many direct lenders are considered overexposed to software, but opinions differ as to how harmful AI disruption in the sector may ultimately be.

The AI route to improved underwriting

Traditional metrics may be usurped by new technology, a report suggests.