PDI Staff Writer
The opportunity set for private credit appears to be becoming more favourable, despite the challenges of inflation, tight labour markets and rising interest rates, say Adams Street Partners’ Bill Sacher, Fred Chung and Justin Lawrence.
Tom Stein, head of private debt Americas, and Chris Bone, head of private debt Europe, at Partners Group discuss the opportunities and challenges facing direct lenders in Europe and the US.
Over a period of volatility, resilient sectors of the economy such as technology and healthcare are proving their worth, says Paul Johnson, partner and head of direct lending at Bridgepoint Credit.
As banks continue to retrench, there is a huge unmet need for real estate credit across Europe, says Natalie Howard, head of real estate debt at Schroders Capital.
After a record-breaking 2021, the managers that performed well through covid are in good shape to deal with challenges on the horizon for 2022, say Churchill Asset Management’s Jason Strife and Randy Schwimmer.
After a record-breaking 2021, a slower start to 2022 should not be viewed as an indicator of the pace of mid-market activity for the balance of the year, says Grant Haggard, senior partner at Twin Brook Capital Partners.
As geopolitical tensions create new uncertainties after a record-breaking year for private credit, Monroe Capital’s Mick Solimene outlines how a ‘credit first, zero loss’ posture provides visibility amid the fog.
The European credit cycle takes a turn for the worse with default rates tipped to rise. Plus: industry associations getting closer to ESG template and the latest key hires in the industry. Here's today's brief for our valued subscribers only.
In the magazine: Distressed investors are poised as companies feel the pressure of global events; Why senior debt is the investor favourite; Direct lending trends for 2022; Keynote interviews with Barings and Kartesia; Plus much more…
In the magazine: How sector specialists are taking on the generalists in the mid-market; An A-Z of healthcare lending; Keynote interviews with Adams Street Partners, Twin Brook Capital Partners, Partners Group, Schroders Capital, Tree Line Capital Partners, Monroe Capital, Bridgepoint Capital and Churchill Asset Management; Plus much more…