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Private credit market updates and analysis
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.
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.
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
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.
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.
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
December 10, 2025
Apollo’s Rowan Sees Market Makers Coming for Private Credit
Apollo Global Management Inc. Chief Executive Officer Marc Rowan said he expects to see more market makers emerging for investment-grade private credit as firms seek to ramp up trading of the assets.
Blue Owl Capital Is A Tangled Web
I wonder whether the complexity of Blue Owl’s structure, the inherent opacity of publicly traded private credit and stress to their AI business is priced in their valuations.
December 10, 2025
Fitch Ratings: North American 2026 Leverage Finance Outlook Neutral
Related Content: North American Leveraged Finance Outlook 2026Fitch Ratings-New York-10 December 2025: Fitch Ratings’ 2026 sector outlook for North American Leveraged Finance is neutral, reflecting broadly steady credit conditions across liquid markets...
December 10, 2025
AIR raises $6.1m to modernise private credit ratings with AI
AI-powered credit intelligence platform AIR has raised $6.1 million in a seed funding round co-led by Work-Bench Ventures and Lerer Hippeau.
December 10, 2025
Is Blackstone (BX) Using AI And Infrastructure Deals To Reframe Its Private Credit Risk Story?
Recently, Blackstone’s CEO Stephen Schwarzman pushed back on concerns that private credit fueled recent auto-sector bankruptcies, while the firm was also reported to be in advanced talks to buy utility-parts maker MacLean...
US private credit defaults to ease in 2026, but fragility to persist, says BofA
By Niket Nishant Dec 9 (Reuters) – Private credit defaults are set to edge lower next year as interest rates drop, strategists at BofA Global Research said, but warned that the red-hot...
December 10, 2025
Emerging market private credit surges to record $18bn
Lending booms in developing economies even as US industry struggles following collapse of First Brands
December 10, 2025
Temasek-backed SeaTown secures $1.17 billion at second close of third private credit fund
The fund continues to attract demand from investors across the Middle East, Japan, Taiwan and Singapore. Read more at straitstimes.com. Read more at straitstimes.com.
December 10, 2025
Allspring Global CEO on Launching ETFs, Private Credit
Kate Burke, CEO of Allspring Global Investments, says most individual investors will continue to keep the bulk of their allocations in public markets. She tells Romaine Bostick and Katie Greifeld on “The...
December 9, 2025
ASIC outlines key obligations for private credit
A new catalogue from the regulator has provided both retail and wholesale private credit funds with a summary of their key legal obligations.
December 9, 2025
What Paramount’s Warner Bros. bid signals about the debt market
Paramount Skydance (PSKY) offered an all-cash bid of $30 per share to acquire Warner Bros. in response to Warner Bros. Discovery’s (WBD) recently announced deal with Netflix (NFLX). Paramount’s bid is in...
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