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Alternatives

Arcmont outlook 2026: Market trends and investment opportunities

Road arrow pointing towards sunrise
Listen to this insight
~ 2 minutes long

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

Related articles

Alternatives Alternative credit insights: Diversifying, not accumulating, risk
Explore how institutional investors can build resilient alternative credit portfolios in the second half of 2026 across direct lending, infrastructure debt, real estate, C-PACE, investment grade private credit and CLOs.
The Lead The case for U.S. private equity as a core allocation
Explore expert insights on U.S. private equity core asset allocation over global diversity.
Private capital Through the gates: Navigating unmet BDC redemptions
Unmet private credit redemption requests stand at $16.1 bn. Churchill explores peak signals and liquidity strategies for BDC investors.

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