Digital Outlook 2026

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 cont...

Private Equity enters 2026 not as a year of pause, but one of precision. The industry is still working through a lingering liquidity overhang, even as exit markets begin, cautiously, to turn. With distributions under pressure, secondaries have taken on renewed importance as a critical release valve, alongside trade sales and a gradually thawing IPO market, helping to restore cash flows and confide...

The 2026 Outlook on infrastructure points to a market emerging from its post-rate-shock malaise into a more constructive, buyer-friendly phase.  As valuations stabilise and the need for private capital intensifies, this episode explores how deal flow across Europe is being revived. While macro uncertainty and rate ambiguity persist, we’ll hear how infrastructure’s profile remains compelling - part...

The Real Estate episode of the BNP Paribas AM Alts 2026 Outlook captures a market that’s finally finding its footing again: valuations have stabilised, deal activity is building, and investor sentiment is turning from cautious to constructive, with North American capital, for the first time in over a decade, taking a serious look at core European real estate.  The message is bullish but selective:...