All Private Debt articles
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White papersEuropean Private Loans: Quality by Design
European private loans should not be read as simply another form of private credit. They are better understood as, on average, high-quality investment grade bank lending, with embedded illiquidity premia well suited for a tight spread environment.
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White papersPrivate Credit: An Emerging Silver Lining
Careful deal selection and attention to risk can help investors capitalize on recent market turbulence.
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White papersPrivate credit is not one market: why European allocators need a more precise lens
Private credit has moved from a niche allocation to a structural component of European institutional portfolios. Over the past 15 years, the global market has more than tripled in size, far outpacing the growth of the public credit universe.
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White papersShifts, myths and monoliths: A clearer view on private debt
Private debt has come under increased scrutiny in recent months. But attention has focused on a relatively small corner of a vast and varied asset class. Here, we set out some of the biggest myths surrounding private debt and explain why the evidence does not support them.
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White papersThe Rise and Rise of Private Debt for Insurance Investors
Private debt keeps gaining ground in insurance portfolios for many reasons.
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White papersOpen for business: Evergreens and the transformation of access to private markets
Until recently, investing in private markets meant accepting a deal: hand over your capital, wait several years, repeat. Evergreen vehicles offer a more efficient option.
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White papersHow U.S. middle market direct lending complements and enhances European portfolios
Direct lending continues to expand across Europe as institutional and sophisticated high-net-worth investors recognize the attractive opportunities available. Demand for private credit, and specifically middle market direct lending, is growing faster than supply, prompting investors to look beyond their domestic markets.
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White papersInfrastructure private debt provides resilience and returns
We recently spoke with Gilles Lengaigne, Infranity’s managing partner and head of origination and corporate development, and Sacha Kamp, managing director and global head of the debt investment team, about Infranity’s role in the market and what is happening in the infrastructure private debt sector. Following is an excerpt of that conversation.
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White papersStable income from backbone assets: An institutional investor’s introduction to infrastructure debt
Infrastructure means backbone assets that help the modern world function. Typically, these assets are physical facilities, networks, or systems. The common link across all the different types of infrastructure is that they enable economic, social, and operational function…
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PodcastConnecting the Dots: CIO Mid-Year Outlook. Adapting to the new investment landscape
From the evolving AI story to an inflationary backdrop, M&G Investments’ CIOs dissect a complex market where traditional rules of investing appear to be breaking down. Find out where they see risks and opportunities across equities, fixed income and private markets, and why they emphasise the importance of selectivity, diversification and a more dynamic approach to asset allocation in the second half of 2026.
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White papersPrivate credit is not a monolith
Understanding dispersion across assets, vehicles, and leverage
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White papersThe evolution of infrastructure debt
Infrastructure debt has evolved beyond traditional senior lending, creating a broader opportunity set for both borrowers seeking flexible capital solutions and investors seeking resilient portfolio income.
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White papersBeyond the pitch: private capital funds sports infrastructure and operations
The FIFA World Cup is underway, but the action for institutional investors is in the financing that underpins modern sports.
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White papersMike Freno on Scaling Barings for What’s Next
Mike Freno outlines the firm’s growth ambitions amid industry consolidation, highlighting M&A plans, expansion into wealth markets, and evolving opportunities in private credit and infrastructure.
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White papersAs the Playing Field Expands, Insurance Investors Must Stay Nimble
A holistic approach may help navigate the diverse, dynamic world of fixed-income opportunities.
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PodcastHow Asset-Based Finance Is Powering the AI Infrastructure Boom
Hyperscalers are spending more than $750 billion a year on AI infrastructure, and much of it is for physical hardware that needs financing. That’s creating a compelling opportunity for asset-based lenders who can underwrite real collateral and contracts rather than picking technology winners.
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White papersHow Fixed-Income Investing Is Evolving for European Insurers
Powerful forces are reshaping insurance investment portfolios, ranging from lower forecast public-market returns through regulatory change to technological advances. At AB’s April 2026 Rethinking Insurance Forum, guest panelists Hartej Singh, Head of Public Credit, Pension Insurance Corporation, and Todd Isaac, Chief Investment & Treasury Officer, Hiscox, discussed key developments.
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White papersReasons to consider adding Real Estate Debt to your portfolio
We recommended carrying a real estate debt (RED) umbrella as it has the potential to help shelter your portfolio during investment storms. But what are some of the key factors for institutional investors to consider when adding real estate debt to their portfolios?
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White papersPrivate markets: The Red Thread – Alternatives, mid-year edition 2026
Active portfolio management in uncertain times
