Politics

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.

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.

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.

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.

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.

Margins remained stable during Q1, but Chatham Financial has observed growing nerves around agreeing loan terms.

A huge increase in government spending, increasingly positive investor sentiment and a shift from the new economy to the old – all reasons why European defence is a lender target.

Geopolitical turmoil, higher interest rates and the impending maturity wall are causing a surge in appetite for opportunistic and distressed debt.

The law firm has cited a Dubai case that arose out of Sudanese civil war that may assist financiers of projects around the wartime Persian Gulf today.