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Mercer: Opportunites in private credit

Thu, 16 Apr 2026 13:26:39 +0200

Markets are currently experiencing heightened concern about private credit. This has been fueled by headlines, redemptions, and worries about AI-related headwinds impacting public and private markets exposure to software companies.

Han Dieperink: The law that investors keep forgetting

Tue, 03 Mar 2026 06:03:55 +0100

_{This column was originally written in Dutch. This is an English translation.}

By Han Dieperink, written in a personal capacity

There is one rule in financial markets that never changes, even though investors repeatedly forget it: the credit cycle. Not because they don't know about it, but because the temptation to participate is simply too great.

MFS: Private credit is nuttig, maar alloceer beperkt

Thu, 26 Feb 2026 16:05:56 +0100

De verhouding tussen verhandelbare obligaties en private credit vormt een terugkerend thema in discussies over portefeuillesamenstelling. Beide categorieën vervullen een rol binnen de strategische vermogensverdeling, waarbij vooral de omvang van de allocatie onderwerp van debat is. Wat Benoit Anne, obligatiestrateeg bij MFS, betreft hoeft de allocatie "niet zo heel groot" te zijn.

Private credit no longer “the land of boredom” (Roundtable Private Credit - part 3)

Thu, 11 Dec 2025 11:07:59 +0100

^{This report was originally written in Dutch. This is an English translation.}

In part 3 of this roundtable discussion, the experts delve into the key challenges of private credit: how do investors gain access to the broad spectrum, what role do scale and specialisation play, and to what extent is the asset class suited to ESG and impact? They also look ahead to the trends that will shape the market in the coming years.

By Hans Amesz

Why investors choose private credit (Roundtable Private Credit - part 2)

Thu, 11 Dec 2025 11:07:59 +0100

^{This report was originally written in Dutch. This is an English translation.}

In part 2 of this roundtable discussion, experts discuss why institutional investors find private credit attractive and which risks they consider most significant. They also discuss the quality of ratings, market transparency, the actual risk of default and the role of lenders in the growth trajectory of companies.

By Hans Amesz

Is the evergreen structure interesting for private credit? (Roundtable Private Credit - part 1)

Thu, 11 Dec 2025 11:09:56 +0100

^{This report was originally written in Dutch. This is an English translation.}

Private credit is rapidly becoming a cornerstone of modern portfolios. The market is growing globally, shifting from corporate lending to broader niche segments and attracting more and more institutional investors. In part 1 of this roundtable discussion, experts examine the size of the market, the main sub-segments and the emergence of evergreen fund structures.

By Hans Amesz

Panel discussion 'Private Debt Portfolios'

Thu, 20 Nov 2025 06:01:26 +0100

_{This report was originally written in Dutch. This is an English translation.}

Diversification, scale, impact and the new pension system are determining factors for allocation to private debt. This became clear during the seminar on private markets organised by Financial Investigator, where four experts discussed the opportunities and risks of this asset class.

By Hans Amesz

Aegon AM: Institutional investors embrace private credit for future growth

Fri, 14 Nov 2025 13:17:01 +0100

By Jord Hermanns, CFA Portfolio Manager, Jacob Vijverberg, CFA Head of Asset Allocation, Frank Meijer, Head of Alternative Fixed Income & ABS

The alternative fixed income market is changing, and private credit is at the center of this shift.

HSBC AM: A diversified offence in private credit as the best defence

Thu, 30 Oct 2025 10:02:58 +0100

Private credit is seen as a promising asset class. Its ‘multiple engines’ in particular present compelling opportunities, says Scott McClurg from HSBC Asset Management. Financial Investigator spoke with him about the opportunities that warrant detailed consideration, and about his idea of a ‘diversified offence’.

By our editorial team

MFS: Stress op private debt markt niet te negeren

Fri, 17 Oct 2025 12:29:22 +0200

De stress op de private debt markt neemt zienderogen toe. Beleggers vrezen dat de hoge leverage sommige bedrijven de das om zal doen en dat ze daar dus de dupe van worden vanwege de beperkte exit-mogelijkheden. Het sentiment is onmiskenbaar gedraaid.

Harry Geels: What critics of private equity and private debt tend to overlook

Tue, 14 Oct 2025 15:29:55 +0200

_{This column was originally written in Dutch. This is an English translation.}

By Harry Geels

Private investors are subject to considerable criticism from society. They are perceived as capitalist (vulture) investors who charge excessive fees and operate outside of supervision as much as possible. However, critics overlook seven major advantages of private markets.

Pension Fund KPN invests in M&G managed impact-focused private debt strategy

Wed, 01 Oct 2025 12:06:19 +0200

M&G Investments (M&G) has launched a €300 million impact-focused private debt strategy on behalf of Dutch pension fund, Pensioenfonds KPN. Aegon Asset Management – a leading investment and fiduciary manager, has selected M&G as one of the managers for the private debt mandate of Pensioenfonds KPN.

Wealth Club: Private credit market set to grow by up to $300 billion

Tue, 16 Sep 2025 13:45:34 +0200

The private credit market is predicted to grow by up to $300 billion by 2030, new research from Wealth Club shows.

Carne Group: Private debt leaders prepare for market reshaping

Thu, 04 Sep 2025 12:20:56 +0200

New research from Carne Group (Carne), Europe's largest third-party management company (ManCo) and leading provider of fund regulation and governance solutions for the asset management industry, reveals consolidation is firmly on the horizon for the private debt sector. Nearly all (96%) private debt managers surveyed globally by Carne anticipate industry-wide consolidation over the next five years, with 72% expecting it to be significant, set against a backdrop of increasing regulatory demands.

MFS: Kalmte op private debt-markten is schone schijn

Thu, 14 Aug 2025 14:22:40 +0200

De markt voor private debt raakt verzadigd, waarschuwt vermogensbeheerder MFS.

Mashid Mojabi: Europe must break free from its regulatory straitjacket

Tue, 29 Jul 2025 10:42:22 +0200

_{This column was originally written in Dutch. This is an English translation.}

By Mashid Mojabi, Policy Lead, Dutch Association of Private Equity and Venture Capital Funds (NVP)

The private equity and venture capital sector continues to grow steadily. In 2024, Dutch venture capital funds raised no less than €3.2 billion, of which €1 billion came from (foreign) pension funds. This is slightly less than in 2023 (€3.3 billion), but still well above the €1.5–2.5 billion raised in previous years. Dutch buyout funds raised €5.1 billion, mainly from institutional investors. This is also historically high.

Nordic Trustee: Private credit switch to infrastructure is gathering pace

Tue, 17 Jun 2025 11:51:14 +0200

The switch by private credit fund managers to finance infrastructure initiatives is set to gather pace in Europe over the next three years, new Nordic Trustee research with executives in the sector shows.

Ocorian: Private credit competition is set to intensify in Europe

Tue, 10 Jun 2025 09:10:47 +0200

New research with private credit executives shows they expect competition in the sector to increase across Europe and in their own region, with covenant headroom rated as the most important competitive factor.

Ocorian: Cross-border European deals powers private credit growth

Tue, 20 May 2025 15:11:55 +0200

Cross-border European deals are contributing to strong growth in private credit compared with last year and the previous three years, new research from Nordic Trustee, part of global capital markets services provider Ocorian, shows.

Ocorian: Technology is transforming the private credit direct lending market

Wed, 07 May 2025 09:22:17 +0200

The adoption of digital platforms and technology is transforming the private credit market in Europe with credit risk assessment and underwriting benefiting the most, new Nordic Trustee research with executives in the sector shows.

Ocorian: Regulators are expected to toughen up on private credit

Tue, 29 Apr 2025 09:28:25 +0200

Private credit executives are expecting regulators to take a tighter grip on the market and warn that private credit fund managers are not as well-equipped to cope as they should be, new research from Nordic Trustee, part of global capital markets services provider Ocorian, shows.