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

Direct lending loss rates compare favorably to much of the leveraged finance market, as this week’s chart shows.

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

Private credit investors’ realized losses have been about half that of unrealized markdowns during the past three periods of market stress.

Why private debt? Investing in the debt of private companies may provide an alternative source of income and diversification at a time when both are difficult to find within traditional markets.  Institutional investors have long turned to private debt strategies for their potential to generate a high level of income and diversify their fixed income...

Education > Strategies > Private equity Private equity Explore the opportunity investing in private companies Private equity   A further look at private equity   Accessing private equity   Why invest in private equity? Overview Private equity (PE) investing refers to investing in shares of companies not publicly traded or listed on a stock exchange. Pension funds, endowments and...

The Magnificent 7 makes all the headlines, but private equity has quietly outperformed the S&P 500 over the past 5-, 10-, 15- and 20-year periods.

Watch an expert panel (including Client Portfolio Manager Daniel Wilk, CAIA®) cover why investors might want to allocate to private equity.

This week’s chart looks at private markets’ relatively small declines during the past two market drawdowns compared to their public counterparts.

What is productivity, and how does it contribute to income and growth for investors?