The Takeaway with Troy Gayeski: Are private credit markets too good to be true?
More of our insights
Direct lending volume grows amid increased LBO activity
Private credit has increasingly become the preferred source of financing for PE sponsors, with direct lending volume jumping 60% over last year’s level.
Private markets outlook: Refilling the glass
As we approach the end of 2024, sparks of life are emerging in private markets, fueling optimism for improved liquidity and a revitalized investment landscape.
Q4 2024 Corporate credit outlook: Jive like it’s 1995
Like the Fed’s 1995 mid-cycle recalibration, credit markets are supported by strong credit fundamentals and constructive technicals.
Credit quality comes into focus amid heightened volatility
High yield bonds have outperformed senior secured loans in recent months, given their more attractive duration profile and higher credit quality.
Private credit: Opportunities to seize and risks to avoid
Chief Market Strategist Troy Gayeski dives into the potential opportunities and possible pitfalls in today’s private credit landscape.
Mapping the markets: Q3 2024
We synthesize the latest analysis on macroeconomics, public markets and alternative strategies.
