LATEST INTELLIGENCE
Private credit market updates and analysis
December 14, 2025
TPG (TPG) Is Up 8.4% After Beating Revenue Forecasts And Closing Oversubscribed Credit Fund III
Earlier this month, TPG Inc. reported 12% year-on-year revenue growth that surpassed analyst expectations and closed its AG Credit Solutions Fund III with US$6.20 billion in capital commitments, significantly above its original...
December 14, 2025
Navigating the Crossroads: A Look at the VanEck BDC Income ETF
VanEck BDC Income ETF US92189F4110
December 13, 2025
Corporate-Bond Investors Party as Hangover Looms: Credit Weekly
Fear is drifting out of the corporate-bond market again, even if the risks aren’t.
December 13, 2025
Apollo bet against software makers exposed to AI (APO:NYSE)
Apollo Global Management (APO) bet against software makers vulnerable to artificial intelligence and cut its credit exposure to the sector. Read more here.
Peraton private credit loans trade as multiple banks make market for debt – PitchBook
JPMorgan, Bank of America, and Goldman Sachs are making markets for the private credit asset, according to bank runs from Dec. 9 seen by LCD.
December 12, 2025
Apollo tilts further towards private credit as buyout unit is broken up
Apollo has shifted its complex lending unit out of its buyout division, in a move to double down on private credit.
December 12, 2025
Pension fund says buyer beware as retail rush reshapes private markets
Chief executive urges disciplined due diligence as private credit speeds up and retail capital surges
December 12, 2025
Aberdeen grows US private credit with £1.5bn deal
Aberdeen Investments has acquired £1.5bn of closed-end funds from MFS Investment Management, which cover private credit and fixed income.
December 12, 2025
Collateral-backed lending: Private credit’s ‘sweet spot’
Asset-based finance (ABF) could more than quadruple to nearly $2.6tn (£1.94tn) in the US second-lien mortgage market.
AI Data Center Debt Deal Boom Reshapes Credit Markets
Big Tech’s appetite for AI expansion is driving a record $125 billion debt wave, raising fresh questions about stability and investor confidence.
December 12, 2025
OHA hits record $17.7bn close for first senior private lending fund
Oak Hill Advisors has achieved a record final close on its first-vintage senior private lending fund, securing commitments of $17.7bn.
December 12, 2025
Apollo Reshapes Growth Strategy as Hybrid Capital Unit Breaks Away from Buyout Division – East & Partners
(12 December 2025 – United States) Apollo Global Management has carved out its fast-expanding hybrid capital division from its flagship private equity business, signalling a decisive strategic pivot […]
December 12, 2025
OHA closes $17.7bn senior private lending fund
Oak Hill Advisors (OHA) closed its OHA Senior Private Lending Fund (OLEND) and related levered and unlevered vehicles, with a total of $17.7 billion.
Agencies rescind 2013 leveraged loan guidelines that helped spur private credit boom – PitchBook
So far, private credit market participants say the threat to their market share is slim, particularly among deals in the core middle market and below.
December 10, 2025
Demand for private credit still strong despite ‘sensational’ headlines, asset managers say
Ares Management CEO and co-founder Michael Arougheti and Blackstone Group president and COO Jonathan Gray spoke about private credit at the Goldman Sachs Financial Services Conference.
December 10, 2025
BX: AI-driven infrastructure, private credit, and wealth channels fuel growth amid resilient markets
Resilient economic trends and the AI CapEx cycle are driving strong investment activity, with major focus on data centers, energy, and private credit. Wealth and real estate channels show growth potential, while...
December 10, 2025
Apollo CEO Marc Rowan has an answer for the ‘frustrating’ chatter about the term ‘private credit’
Apollo CEO Marc Rowan is planning to gift the definitive book on private credit to clarify risks and myths.
Mega-deals propel US direct lending volume – PitchBook
The November US Private Credit Monitor report showed that direct lending is running at its hottest pace since Q2 2024.
Ares Management (ARES) Soars on S&P 500 Inclusion: Latest Stock News, Q3 2025 Results and 2026 Forecast
Ares Management (ARES) Soars on S&P 500 Inclusion: Latest Stock News, Q3 2025 Results and 2026 Forecast – TechStock²
Private Credit 101
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