AI

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.

Mattis Poetter of Arcmont Asset Management and Mat Linett of Churchill Asset Management explain why the picture for mid-market lending remains compelling, despite negative headlines.

Asia-Pacific is complex and demands a sophisticated approach to individual markets. But the opportunity has never been better for managers with deep understanding and relationships, says Haseeb Malik, head of Asia Credit at Värde Partners.

The disruptive influence of artificial intelligence means sector knowledge in private credit has never been more important, say Permira Credit’s David Hirschmann and Benoit Vauchy.

The key takeaways from our inaugural survey of LPs, secondaries buyers, GPs and advisers.

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.

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.

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

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