Private Debt Investor Podcast
Allocation, allocation, allocation: LPs double down on European private credit
This episode is sponsored by Arrow Global As the private credit industry continues to grow at a rapid pace, so too does the opportunity set for the asset class when it comes to finding new ways of attracting LP capital. One region that is predicted to benefit from an influx of investor interest is Europe. PEI Private Credit’s LP Perspectives 2026 Study found that 42 percent of LPs surveyed intended to invest more in Western Europe over the course of this year. But investing there is no simple task. The continent’s fragmented regulatory and legal frameworks – not to mention its distinct cultural differences – mean that a nuanced approach is required to put investor capital to best use. In this episode, we speak with Zach Lewy, founder, CEO and chief investment officer of Arrow Global, to find out more about the strategies and sectors that hold the most interest for the firm in the region. We also discuss how ongoing macroeconomic uncertainty – combined with increasing use of artificial intelligence technologies – will throw up opportunities and challenges alike over the coming months.
