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Arcmont Asset Management's CEO, Anthony Fobel, joined Creditflux Managing Editor Lisa Lee for an in-depth conversation about the expansion of direct lending and its increasing pace throughout Europe.
Their discussion examined private credit's emergence following the Global Financial Crisis and how the market's early pioneers have sustained their dominant position and significant market influence.
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Join host Randy Schwimmer as he sits down with Michael Ashley Schulman, Partner and Chief Investment Officer at Running Point, for an insightful conversation about navigating today's investment landscape. With over 20 years of experience managing institutional and high net worth portfolios, Michael shares his optimistic outlook on U.S. markets and the transformative impact of AI on productivity and growth.
Arcmont's 2026 European Private Credit Outlook examines resilience amid global volatility, highlighting strong sponsor demand, the importance of manager scale, private credit's role as a core institutional allocation expanding into wealth channels, and ecosystem evolution beyond direct lending.
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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