Insights

Credit

Q2 2024 Corporate credit outlook: Drafting down the straightaway

Continued economic stability has fostered healthy fundamentals in most leveraged credit, but risks are accumulating in loans to lower-rated private borrowers.
Showing 1–6 insights out of 210 results
Podcast

FireSide: Answering the burning questions around private debt – Part 1

Private debt is a rapidly expanding market that has become critical for the U.S. economy and an opportunity for investors. In Part 1, we discuss the fundamentals of the market and trends driving its growth.

Cooling Dunes, Death Valley
Chart of the week

Private credit attractive to sponsors and investors

Private credit has become PE sponsors’ primary source of financing for LBOs and M&A activity as the asset class becomes increasingly mainstream.

Column chart showing private credit represents well over 50% of LBO and M&A financing since 2019, but only a small percentage of refinancing activity.
Podcast

FireSide: Q2 2024 Research roundup—Adjusting to the old normal

Our experts dive into their outlooks for macro and markets in the second quarter.

Chart of the week

Private credit maintains its healthy yield premium

Amid private debt’s massive growth, this week’s chart looks at the healthy yield premium of private credit transactions compared to public markets.

Podcast

FireSide: Market Madness 2024

In celebration of March Madness, the Investment Research team goes head-to-head discussing leading topics set to influence markets this year.

Zoomed in shot of a basketball net
Research report

Awakening: The rise of private debt

Private debt has grown from niche asset class to a heavyweight due to multiple structural shifts in capital markets—and its growth has shifted the opportunity set for both investors and borrowers.

Cooling Dunes, Death Valley
Showing 1–6 insights out of 210 results

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