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Twin Brook’s Trevor Clark reflects on the evolution of the private debt space over the past two-plus years, where we are today and his expectations for the future of the asset class.

Software lending continues to provide an attractive opportunity for direct lenders, but today’s market requires extra attention on deal selection, says Frank Cupido of Tree Line Capital Partners.

Direct lenders have a chance to pick up market share across Europe as dislocation hits and banks retrench, argues Jaime Prieto of Kartesia.

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.