Robeco’s Maurice Meijers examines how private credit’s rapid growth is creating both attractive lending opportunities and pockets of emerging risk.
- Europe’s lower mid-market may offer favourable risk-return characteristics through lower leverage, stronger covenants and less competition.
- Software lending highlights growing vulnerabilities, as AI disruption can weaken revenues, valuations and repayment capacity simultaneously.
- As the market matures, manager selection, underwriting discipline, documentation and borrower quality are becoming more important than simply gaining private credit exposure.
Explore the full report to understand where Robeco sees the strongest opportunities and risks in private credit.
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