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Park Square Capital: Disciplined managers set to enjoy spell in the sun

Private credit is well positioned to capture allocations from private equity, says Park Square’s Robin Doumar.

Blue Owl Capital: Private credit proves its flexibility across the cycle

Direct lending has grown sharply and looks set to account for a far greater share of the leveraged finance market in coming years, says Craig Packer, co-president of Blue Owl Capital.

Schroders Capital: Pivot to the opportunity the market is affording

In a dynamic market, not all opportunities arrive at the same time, so it is critical to have capital and a flexible approach to pivot to where opportunity intersects capability, maintain Michelle Russell-Dowe and Nicholas Pont of Schroders Capital.

Northleaf Capital Partners think esoteric and niche: The benefits of low correlation in speciality finance

Music royalties, healthcare receivables and legal finance are all well-diversified, low-correlation investments suited to a range of market conditions. David Ross, CJ Wei, Jeff Perrin and Victoria Li of Northleaf Capital Partners explain why.

All systems still go for enterprise software, says Thoma Bravo

Enterprise software is an attractive industry for private equity and offers real opportunity for direct lending, says Thoma Bravo’s Oliver Thym.

Schroders Capital: Infrastructure debt remains resilient in the face of macro headwinds

Protected from inflation and benefiting from rate rises, infrastructure debt looks extremely well placed, says Damien Gardes, co-head of infrastructure debt at Schroders Capital.

Churchill Asset Management: ‘An excellent time to deploy capital’

Randy Schwimmer is co-head of senior lending and Jason Strife is head of junior capital and private equity solutions at Churchill Asset Management.

Evergreen structures remain a work in progress, says Barings

Evergreen vehicles are attracting retail investors to private debt, but the big LPs need more convincing, says Barings’ Tyler Gately.

Twin Brook: Remaining disciplined in the face of headwinds

As competition for capital intensifies, private debt managers need to have the scale, flexibility and experience to meet investors’ varying needs and navigate a challenging environment, says Jeff Frank, head of capital solutions & strategy at Twin Brook.

Alter Domus on suiting up for rough waters

Private equity firms looking to launch their first debt fund are in for a series of challenges if they do not have the operational infrastructure to administer it, warns Alter Domus’s Greg Myers.