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Albourne recently participated in Barclays Markets Weekly Podcast where they shared insights on how a disciplined and well-informed approach can help investors navigate evolving market conditions within Private Credit.
Albourne’s Kellie Hata, Head of European Private Markets, and Michael Scott, Senior Investment Due Diligence Analyst, joined Chief Market Strategist Julien Lafargue on the Barclays Private Bank Markets Weekly podcast to discuss the evolution of Private Credit and its growing role in portfolios.
Listen Here:
Spotify: Markets Weekly podcast (26 May 2026): Private credit special - Barclays Private Bank Podcasts | Podcast on Spotify
Apple: Markets Weekly podcast (26 May 2026): Private credit special - Barclays Private Bank Podcasts - Apple Podcasts
KEY POINTS
- Private Credit has seen significant growth post-GFC, driven by a shift away from banks, though sentiment has recently turned more cautious following its “golden age” period.
- Market headwinds are rising, highlighting the need to focus on underlying portfolio fundamentals.
- Recent stress — particularly in software lending — is largely tied to 2021 vintage deals and looser underwriting, rather than purely AI-driven disruption — although AI remains a structural risk to monitor.
- Manager selection and fund structure are critical differentiators, with fund flows and redemption dynamics increasingly shaping performance outcomes.
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