More of our insights
Private credit loss rates don’t support draconian headlines
Direct lending loss rates compare favorably to much of the leveraged finance market, as this week’s chart shows.
The Takeaway with Troy Gayeski: Embrace alternatives or be left behind?
Our Chief Market Strategist dives into the latest mega trends, including why exploring alternatives could be essential to staying competitive.
Private credit valuations proven conservative over time
Private credit investors’ realized losses have been about half that of unrealized markdowns during the past three periods of market stress.
As private credit grows, underwriting standards remain healthy
Lenders requiring more equity and less leverage, suggesting healthy private credit lending standards.
The diversification dilemma
Traditional diversifiers are offering little to no reliable downside protection. Low-correlated alternative investments may provide a solution.
As advisors redeploy cash, alternatives are in focus
Advisors expect to reduce their clients’ cash allocations this year. Alternatives, multi-asset and real asset investments are among the major beneficiaries.
