Credit
FireSide: Answering the burning questions around private debt—Part 2
We’re back in the studio with Head of Private Credit Brian Gerson for more cool answers to your burning questions on this key asset class.
More of our insights
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Corporate credit outlook
Q3 2024 Corporate credit outlook: Entering a credit picker’s market
Active managers appear set to showcase risk management and credit selection as value narrows and loss mitigation becomes central.
Chart of the week
U.S. middle market optimism outshines the world
This week’s chart examines the case for U.S. middle market firms, which expect a notably brighter future than their international peers.
Strategy note
Too good to be true?
Why fears of “Global Financial Crisis Part II” are a suboptimal reason to hold on to cash
Chart of the week
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.
Podcast
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.
Chart of the week
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.
Showing 1–6 insights out of 219 results