The Alternative Credit Outlook
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The Alternative Credit Outlook
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About this listen
This episode explores where quality, diversification and disciplined underwriting matter most, and why European private credit continues to stand out.
Credit and private debt proved resilient through 2025. Supported by steady growth, easing monetary policy and solid corporate fundamentals, confidence held firm as spreads tightened, M&A activity picked up and both liquid and private credit continued to outperform public markets.
As the focus shifts to 2026, the outlook remains constructive, but far from indiscriminate.
Risks linger, from renewed inflation to sector-specific stress and pockets of consumer weakness. We hear how recent defaults suggest fragility rather than systemic strain. In a more fragmented credit landscape, selectivity becomes paramount.
We're joined by Christophe Fritsch – Global Head of Alternative Credit, BNP Paribas Asset Management Alts, and The Duy Nguyen – Head of secured finance, BNP Paribas Asset Management Alts.
Hosted by Ali Bernat