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The Lead

PDI expert Q&A: Focus on the fundamentals

21 May 2026  
1 min. read
Mattis Poetter
Partner and CIO, Arcmont Asset Management
Mat Linett
Head of Senior Lending
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In this expert Q&A, Mattis Poetter of Arcmont Asset Management and Mat Linett of Churchill Asset Management discuss why mid-market lending fundamentals remain strong, how AI and macroeconomic pressures are shaping portfolio strategy, and where the biggest growth opportunities in private credit lie ahead.

Read the full article

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About the author

Mathew

About the author

Head of Senior Lending

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Infrastructure

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In this report, Nuveen's Don Dimitrievich examines the structural forces reshaping Europe's energy landscape.
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1 min. read | ~ 2 minutes long
06 Oct 2026
The Lead

Podcast: Credit discipline through the cycle-lessons from a pension fund

On the next episode of Private Capital Call Igor Baranovski of PenSam discusses private credit portfolio construction, credit stress, liquidity risk, AI due diligence and investing through market uncertainty
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Alternative credit

Consistency is key: Private credit manager selection

Churchill's Derek Fricke and Jill White on why scale, institutional backing, and consistency matter most in today's private credit market.
Derek Fricke, Jill White
1 min. read
30 Sep 2026
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