More of our insights
What’s next for banks?
We dive into our recent research exploring the shifting role of banks amid the growth of private lending.
Is private credit a bubble?
The extraordinary growth in private credit markets has led some investors to question its risks. Our experts dive into their recent report to offer answers.
Are private credit markets too good to be true—Or just factually true?
A new strategy note from Chief Market Strategist Troy Gayeski
Playbook for the great lending evolution
Cyclical and secular forces are challenging the traditional banking sector. We explore the changing lending landscape and its implications for markets and investors as private alternatives fill the void as banks retreat.
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.
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.
