More of our insights
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.
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.
Too good to be true?
Why fears of “Global Financial Crisis Part II” are a suboptimal reason to hold on to cash
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.
