Private credit · Podcast

Allocation, allocation, allocation: LPs double down on European private credit

For allocators weighing European private credit exposure, the episode discusses where LP capital is heading and why the region's patchwork of regulation, law and local culture changes how capital is put to work. The segment on macro uncertainty and AI use is framed as a driver of both opportunity and challenge for managers in the region.

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Summary

By the private credit desk

This sponsored episode of the PEI Private Credit Podcast looks at LP appetite for European private credit. It cites PEI's LP Perspectives 2026 Study, which found that 42 percent of surveyed LPs intended to invest more in Western Europe over the course of the year, and it notes that the continent's fragmented regulatory and legal frameworks and cultural differences call for a nuanced approach. The guest is Zach Lewy, founder, CEO and chief investment officer of Arrow Global, who discusses the strategies and sectors the firm is focused on in the region, and how macroeconomic uncertainty and rising use of artificial intelligence may present both opportunities and challenges.

PEI's LP Perspectives 2026 Study found 42 percent of surveyed LPs intended to invest more in Western Europe this year
The episode is sponsored by Arrow Global
Guest Zach Lewy, Arrow Global's founder, CEO and chief investment officer, discusses the strategies and sectors the firm favours in the region
Fragmented regulatory and legal frameworks and cultural differences are described as requiring a nuanced approach to deploying investor capital in Europe

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