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Arcmont outlook 2026: Market trends & investment opportunities

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As we look toward the year ahead, Arcmont sees 2026 as a promising period for European Private Credit. The investment landscape remains strong, while macroeconomic conditions continue to be favorable despite ongoing uncertainty.

We're excited to present their European Private Credit Outlook for 2026, where we explore four central themes that we believe will define the market's direction:

  1. Opportunities in European Private Credit remain attractive in 2026
  2. Size and scale: manager selection comes to the fore in a maturing market
  3. Private credit is now a perennial allocation for investors
  4. The private credit ecosystem will continue to evolve

Download the full article

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Learn how the convergence of geopolitical shifts, fiscal challenges, and the energy transition are creating new pathways for diversified, inflation-protected returns. Drawing on insights from Nuveen's nPOWERED25 conference, this analysis equips forward-thinking investors with the strategic vision needed to build resilient portfolios in an era of unprecedented change.
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Private capital in 2026: Discipline over prediction / Foundations for a changing market.
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