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Lower mid-market direct lending provides investors with exposure to parts of the real economy that are underrepresented in public markets and at an earlier stage of value creation, say Apogem Capital’s Josh Niedner and Rob Douglass.

A dislocation between soaring equity markets and economic fundamentals could yet prevent buyers and sellers coming together on price, says Bain Capital’s global head of private credit Michael Ewald.

The ability to generate returns rather than pursue asset deployment will distinguish private credit managers, according to General Atlantic Credit’s Tripp Smith.

The next evolution of private credit is going global, becoming a source of capital that builds long-term strategic value and resilience in the real economy, according to SAIL Investments’ Johnny Brom.

Ruth Yang, managing director and global head of private markets analytics and thought leadership at S&P Global Ratings, provides a forward-looking perspective on how transparency, technology and technicals will shape the capital markets of the future.

Private debt in Australia benefits from strong structural growth drivers, says Simon La Greca, head of private debt at QIC.

Goldman Sachs Asset Management’s James Reynolds explains why having a large cross-strategy presence is key to remaining competitive in the rapidly expanding private debt industry.

The private credit funds that will emerge at the top of a crowded but increasingly bifurcated field will be those that find creative ways to deliver value, say Davis Polk & Wardwell’s Jason Kyrwood, Zachary Frimet and Ruben Henriquez.

Jim Moore, head of private placements and asset-based finance at Barings, explains how the market is reacting to the growing ABF opportunity set.

Lenders that can look beyond cyclical trends in the fragmented European private credit market will be well positioned to benefit from long-term tailwinds, says Zach Lewy, CEO and CIO at Arrow Global.