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Private credit market updates and analysis
Is Apollo Global Management Attractively Priced After Its Recent Private Credit Expansion?
Wondering if Apollo Global Management is a bargain or a bubble at its current price? This article will walk you through what the numbers are really saying about the stock. Even though...
Blackstone Private Credit Fund issues $400 million in new 5.950% notes due 2029 By Investing.com
Blackstone Private Credit Fund issues $400 million in new 5.950% notes due 2029
King Street promotes COO Kris Mastronardi to partner
King Street Capital Management has promoted Kris Mastronardi, the firm’s chief operating officer and global head of strategy, to partner.
Pimco Gathers $7 Billion for New Asset-Based Finance Strategy
Pacific Investment Management Co. raised more than $7 billion for an asset-based finance strategy, including its first funds designed exclusively for insurance companies and wealthy individuals, according to a person familiar with...
Manulife | Comvest Credit Partners Announces Closing of Fifth CLO at $377 Million
/PRNewswire/ – Manulife | Comvest Credit Partners,1 the private credit platform within Manulife Wealth & Asset Management focused on the North American middle…
Credit in 2026: A Market That Demands Insight, Not Just Capital
After several years of turbulence driven by policy shifts, inflation shocks, and rising rates, credit markets are entering 2026 with a mix of greater clarity and continued complexity . Many indicators point...
Monroe Capital Supports Growth of Recognize Partners’ SDG Corporation
Monroe Capital LLC (“Monroe”) announced it acted as sole lead arranger and administrative agent on the funding of a senior credit facility to support the gro…
December 16, 2025
Private credit pressures to fuel further defaults in 2026, says Morningstar DBRS By Reuters
Private credit pressures to fuel further defaults in 2026, says Morningstar DBRS
Private Credit Faces Higher Default Risk As Margins Shrink
Morningstar DBRS says growing pressure on US borrowers is fueling default concerns, while regulators and ratings agencies flag rising ties to traditional banks.
December 16, 2025
Credit Outlook: Discipline Is an All-Weather Strategy
Continued investor appetite for private credit underscores confidence in the asset class.
December 15, 2025
US Bank Lending to Competitors Surged 26% This Year, Fitch Says
US banks are lending more to private credit firms, private equity shops and hedge funds, with loan volume to these non-bank financial institutions up 26% this year through November, according to Fitch...
Mubadala and Barings launch $500m global real estate debt partnership
Mubadala-Barings Partnership: Launches $500m global real estate debt venture to expand private credit investments in US, Europe, and Asia-Pacific.
Banks reclaim commercial lending through technology and strategic partnerships – Tearsheet
Banks invest in AI platforms and partnerships to compete with private credit’s growth toward $3.5T, transforming commercial lending through technology and strategic collaboration.
December 15, 2025
Credit Crunch: KKR’s Pietrzak on Asset Based Finance, AI Impacts – Bloomberg
Bloomberg Intelligence’s weekly podcast on fixed income, credit, currencies, and commodities.
December 15, 2025
Vigilance with Brook Hinchman, Christina Lee, and Matt Pendo
Oaktree experts discuss the recent headlines relating to the private credit industry in the latest episode of The Insight: Conversations.
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.
December 13, 2025
Apollo took bearish software view with bets against corporate debt
Private capital giant shorted loans and cut exposure to sector amid concerns over threat from AI
December 12, 2025
Winston & Strawn
On December 5, 2025, the Office of the Comptroller of the Currency (OCC) and the Federal Deposit Insurance Corporation (FDIC) issued a joint statement (the Statement) rescinding the Interagency…
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.
Private Credit 101
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