Craig Nicol
Managing Director, Head of Global Credit Strategy
Owain Griffiths
Partner, Head of Capital Solutions
Executive Summary
Private credit has become a core part of the global financing ecosystem, but as the market has scaled, so too have the questions around its structure, resilience and long-term return profile.
This paper steps back from the noise to provide a balanced, practitioner-led view of the asset class today, highlighting both the strengths that underpin its growth and the structural risks that are beginning to emerge.
At its core, our view is simple:
Private credit remains an important and attractive asset class, but outcomes will increasingly depend on discipline, structuring and the ability to operate across both public and private markets.
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