New forms of collaboration are needed to support the sustainability transition of Dutch SMEs, according to Deanne Arends, Marijn Jansen and Mark Leeijen of Achmea IM.

As investors look beyond traditional direct lending, David Brooks of Arcmont AM discusses the growing role of Capital Solutions and NAV Financing.

Affordable housing is a growing private markets theme, but what does ‘affordable’ really mean? Marsha Sinninghe of a.s.r. real assets argues for a more nuanced approach.

European real estate debt offers attractive returns, downside protection and diversification, as Cyrus Korat of DRC Savills Investment Management points out.

Bank-financed assets can offer diversification, defensive positioning and greater liquidity, according to Borja Azpilicueta and Paul Henriot of HSBC AM.

Raman Rajagopal of Invesco Private Credit discusses the fundamentals of Europe’s upper middle market and how they compare with prevailing market perceptions.

The Total Portfolio Approach offers a different perspective on institutional investing. Joe Morrissey of Marsh discusses its potential implications for investment flexibility and decision-making.

Impact private credit aims to combine market-rate returns with measurable impact. Aditi Rao of M&G Investments discusses how lenders can contribute to additionality.

Emerging market private credit offers attractive returns and strong lender protections, according to Simone Boes and Martijn Proos of Ninety One.

Beyond income and inflation protection, real assets may offer diversification benefits. Abigail Dean of Nuveen Real Assets explores their portfolio role and current opportunities.

Boris Harmsen and Niamh Whooley of Pemberton Asset Management discuss how to measure impact and drive systemic change.

Andreas Klein of Pictet Asset Management discusses the importance of due diligence in private credit and the opportunities in Europe’s lower mid-market.

As capital crowds into direct lending, asset-based finance offers new opportunities, according to PIMCO’s Lotfi Karoui.