During this webinar, Vincent Mortier, Group Chief Investment Officer, and Monica Defend, Head of Amundi Investment Institute & Chief Strategist, shared insights on Amundi’s 2026 Global Investment Outlook.
In this Q&A, Orla Walsh explores the themes, trends and risks shaping direct lending—underscoring the importance of separating signal from noise as the market navigates the year ahead.
The private credit market has experienced remarkable growth, reaching $1.7 trillion in assets under management and 13% annual growth since the 2008 financial crisis. Rather than signalling a bubble, this expansion represents the evolution of a maturing asset class, offering institutional investors compelling opportunities for those who can navigate its increasing complexity.