Politics

Jiří Król: Regulators provides one good model, two with work to do

The Fed’s disciplined analysis of private credit stands in sharp contrast to the FSB’s too-broad definitions and the ECB’s skewed scenarios, argues the global head of the Alternative Credit Council.

Why infra credit managers are mission-critical to the energy transition

Lenders are ramping up their energy transition efforts against a backdrop of escalating power demand and renewed emphasis on energy security.

The big divide: How Europe and America’s private credit markets are parting ways

As North American private credit reels from scathing headlines, Europe appears relatively insulated. Have the asset class’s two most important regions gone their separate ways?

Infra debt’s contribution to the energy transition continues to deepen

Macroeconomic shocks and the outbreak of conflict in recent years has brought energy sovereignty into sharp relief, and private credit is in a prime position to help nations reduce their reliance on finite fossil fuels.

Nuveen: Energy security is steering its pragmatic approach to the energy transition

The energy transition opportunity is now being driven by realism and commercial objectives more than climate philosophy or government policy, says Don Dimitrievich, global head of Nuveen Energy Infrastructure Credit.

Corinthia Global Management on capturing private credit opportunities in an uncertain market

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.

Bridgepoint Credit on why Europe has an edge

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.

Arcmont and Churchill: Fundamentals are sound and potential returns are compelling

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.

Arrow Global: Local origination and asset backing will determine Europe’s winners

Asset-backed strategies and managers prioritising local origination are best positioned to succeed in Europe as the market grapples with testing macro conditions, says Adam Baghdadi, managing director at Arrow Global.

Credit managers target defence spending

Turbulent geopolitics has placed capital expenditure in the defence industry under the searchlight. PDI explores the role private credit may have in supporting frontline efforts.