Tariffs

Squire Patton Boggs: New era creates challenges and opportunities for debt funds

The asset class can take advantage of the fast-changing environment, says Gabriel Yomi Dabiri, global head, private credit and direct lending, Squire Patton Boggs.

Churchill Asset Management: A lending revival

Both senior lending and junior capital dealflow are poised for a significant resurgence as uncertainty eases and M&A activity returns, say Churchill Asset Management’s Derek Fricke and Jill White.

‘Wait and see’ from FOMC, ‘Back to basics’ from BlackRock

New report, “Looking ahead,” justifies ’selective move down’ in credit quality.

Market conditions: Default picture lacks clarity

Should borrowers and lenders be worried about default rates?

The threats that lurk below the surface for the private debt market

With pressure rising on borrowers from outside forces, signs of danger are fast emerging. While not everyone agrees, some think a turn of the credit cycle is in the making.

Measuring the impact of tariffs on mid-market lending

Increasing scrutiny into debt portfolios’ resilience and rapidly changing growth projections will determine the future of mid-market lending activity.

Keys to success: Three ways to lock in mid-market opportunity

Private credit firms and investors look at how to make the best of what’s on offer in the mid-market amid a challenging macro environment.

LPs keep faith in mid-market credit amid tariff turmoil

Investors are bullish on mid-market lending despite default and recession risks, and even as swelling inflows are leading some private debt GPs to do larger-cap deals.

PDI Europe Summit: GPs doubling down on trusted sectors

As managers assess tariff impacts, sectors such as healthcare and business services are seen as safe bets. Meanwhile, domestically focused businesses may stand to benefit from the decline of globalisation.