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Facing an unprecedented set of external factors, direct lenders are being forced to think differently, say Fidelity International’s Marc Preiser and Raphael Charon.

LPs are asking more questions about ESG, and the EU’s legal framework has a big part to play in driving those discussions, says Coralie De Maesschalck, head of CSR and ESG at Kartesia.

The bulk of underlying collateral in Europe is real estate – a useful form of protection in inflationary times, says John Calvao, fund principal at Arrow Global.

M&A activity may have slowed but the European market continues to offer the potential for attractive returns, says Adam Wheeler, co-head of Barings’ Global Private Finance Group.

You don’t need mass distress to make compelling risk-adjusted returns in Europe, says Elad Shraga, partner and chief investment officer at Signal Capital.

Private credit secondaries had strong momentum even before the rising rate environment came along. Michael Schad, Ed Goldstein and Martins Marnauza, partners in the secondaries credit team at Coller Capital, explain why they expect more awareness, more deals and more innovation.

In the second part of our European private debt series with Arrow Global Group, PDI editor Andy Thomson asks CEO Zach Lewy about the strategies poised to thrive in a rapidly changing environment.

High levels of leverage, rising interest rates, changing consumer behaviours and the geopolitical situation are coming together to create a surge in special situations opportunities, says RBC BlueBay Asset Management’s Adam Phillips

Navigating a difficult and uncertain market environment requires creative financing solutions, say Partners Group’s Oliver Baker and Abhishek Dhayal.

With leverage down and pricing up, it’s shaping up to be a great year for opportunistic funds, says Damien Scaillierez, founding partner of Kartesia