In this episode of Critical Thinking, host Kenny Pitman, Senior Director, Alternative Investments, takes a closer look at the evolving private debt landscape with David Scopelliti, Global Head of Private Equity and Private Debt and Scott Wilkinson, Head of Private Debt, APAC.

Tackling recent headlines – from AI-driven repricing in the software sector and widening credit spreads to liquidity strain in certain BDCs – they map out the risk management playbook which matters now: rigorous manager selection, loan- and manager-level diversification, disciplined underwriting, and active liquidity management. As well as discussing potential near-term opportunity areas such as credit secondaries, fund finance, tailored capital solutions, credit risk transfer, and asset-based finance (notably in data center infrastructure). 

This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions. 

This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract. 

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There are substantial risks associated with investments classified as alternative investments. Investors should have the ability, investing sophistication and experience to bear the risks associated with such investments.