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In an environment of high interest rates and limited capital, one strategy is poised to outperform, according to Aaron Peck and Kyle Asher, managing directors and co-heads of Monroe Capital’s Opportunistic Private Credit Group

The time for lender protections is before the economic downturn, say MGG Investment Group’s Daniel Leger and Gregory Racz.

A high-touch approach to working with borrowers and private equity sponsors plays a key role in portfolio management, says Kim Trick, co-chief credit officer and head of underwriting at Twin Brook Capital Partners.

A robust macro backdrop and strong Nordic PE community combined with expert pricing capabilities and leading ESG scoring means a lower mid-market premium, says Sandro Näf, co-founder and CEO of Capital Four.

Richard Roberts, head of origination and M&A at Arrow Global, reflects on some of the keys to investing successfully in stressed and distressed situations throughout the region

We see a historic opportunity to achieve double-digit unlevered returns on senior secured debt through rigorous underwriting and mindful credit selection, says Blair Faulstich, senior portfolio manager at Benefit Street Partners.

Fears over a recession mean that banks are increasingly looking to shift their performing and non-performing loans off their books. They need a strong counterparty to do so, says Paul Burdell, co-founder and chief executive at LCM Partners

Market dislocation promises to produce a rich seam of opportunities for investors adopting more flexible capital solutions for portfolio companies, say Goldman Sachs partners Stephanie Rader, Beat Cabiallavetta and Moritz Jobke

Investors continue to enjoy a strong debt market, with newer transactions potentially offering lower leverage and increased returns, say Barings’ Adam Wheeler and Mark Flessner.

Despite macroeconomic headwinds and the rising cost of capital, transaction activity looks set to pick up in the second half of 2023, says Sarah Roche, head of capital markets and managing director at Twin Brook Capital Partners.