An increasing number of allocators are looking to European private credit, both as a diversifier to US direct lending and a return driver, in its own right. This educational seminar unpacked key areas of the market, ranging from European direct lending to non-sponsor, to real estate lending, specialty finance and everything in between. Along the way, we discussed the risk/return profile of each segment and specific considerations when allocating to this space. We also discussed the impact of some of the key macroeconomic and geopolitical developments, such as the war in Ukraine and a rate-raising campaign by central banks.
European Private Credit: Opportunities Amid Uncertainty