Specialisation and investing in Europe are key trends for the rest of 2026
The coming months are expected to build on the fundraising momentum of 2025, as investors take a bullish stance on pursuing alternatives to direct lending and the US, says Jess Larsen of Briarcliffe Credit Partners.
The narrative presents a confident outlook on European specialization and alternative investments, framing it as a natural progression from 2025’s trends. At its strongest, this perspective acknowledges a tangible shift in investor behavior, supported by the credibility of an industry insider. However, the analysis leans heavily on a single source’s optimism without addressing potential countervailing risks—such as economic downturns, regulatory hurdles, or the track record of specialized funds ...
