Graeme Kerr
Looking to the future has rarely been fraught with so much uncertainty for private markets.
With energy security top of mind, the opportunity set for private credit in green energy generation across Europe has moved up the agenda for both funds and their investors.
The shifting landscape is throwing up a set of openings for European investors.
Whether it’s the average fund size, the size of the overall market or the scale (and ambitions) of the fund managers, the industry has expanded at a pace that has surprised many in the finance industry.
As private debt investors target technology, direct lenders with experience and expertise will stand out in the crowd against a less certain backdrop, say Zia Uddin, Stewart Hanlon and Mark Solovy of Monroe Capital.
The pandemic has shone a spotlight on the importance of the healthcare sector. Some of the letter choices were more obvious than others: no surprise for guessing that C stands for covid.
The sector had a stellar end to 2021, but macro concerns are beginning to weigh on dealflow.
Take our brief survey about the direction of travel for the private funds industry.
Inflation and high valuations are among the factors making investors a little more uncomfortable than normal about private credit’s prospects.
Climate change and LP data demands are among five key focuses in the sector.