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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.

A rising focus on sustainability is creating opportunities in private debt markets, with scale being a key differentiator, say Daniel Pietrzak and Matthieu Boulanger, KKR’s co-heads of Private Credit.

The events of the past two years have raised awareness about the importance of a disciplined approach and strong balance sheets, so despite the ongoing pandemic and concerns about certain macroeconomic issues, many direct lenders and middle market companies have headed into 2022 in good shape, says Drew Guyette, chief credit officer and senior partner at Twin Brook Capital Partners.

Attractive and uncorrelated returns make speciality finance an increasingly compelling part of the evolving private credit market, says Ivan Zinn, founding partner and chief investment officer at Atalaya Capital Management.