Morgan Stanley unshaken by First Brands private credit tumble
The bankruptcy of First Brands, which affected UBS, should not tarnish the entire private credit industry, says Mark Jochims, European PC manager at Morgan Stanley Investment Management.
Default Rates
Private credit defaults are coming — and that’s ok
Loan defaults won’t be catastrophic and are to be expected after a decade of easy money, said a BlackRock senior executive.
Business Insider
December 2, 2025
December 2, 2025
Legendary investor Jeffrey Gundlach says ‘garbage lending’ means the next crisis will be in private markets
Famed bond investor Jeffrey Gundlach thinks the private credit industry is sowing the seeds of the next financial crisis.
Goldman Sachs
December 2, 2025
December 2, 2025
Do Recent Defaults Signal a Coming Credit Crisis?
Recent high-profile corporate defaults are unlikely to signal a systemic weakening of credit markets, according to Goldman Sachs Research.
Institutional Investor
December 2, 2025
December 2, 2025
The Debate Over Private Credit Returns Is Just Heating Up
The private credit market is estimated to have reached $3 trillion in assets over the past decade on the promise of delivering higher returns than public credit. But as billion-dollar corporate defaults...
Private Credit ‘Hysteria’ Will Get Very Real Next Year
Private credit losses from borrowers defaulting remain low — so has everyone just “lost their minds” and the press got “hysterical” about the risks, as Apollo Global Management Inc. Chief Executive Officer...
The Booming Credit Trend Analysts Warn Could Become A Major Problem – NewsBreak
The main driver of this worry is the concerning nature of the private credit market…. market start defaulting, as much of the investment in private credit firms comes out of consumers’ pockets…...
Money Digest
December 1, 2025
December 1, 2025
The Booming Credit Trend Analysts Warn Could Become A Major Problem
The main driver of this worry is the concerning nature of the private credit market…. market start defaulting, as much of the investment in private credit firms comes out of consumers’ pockets…...
Private Debt Investor
November 28, 2025
November 28, 2025
Loan Note: Monomoy hits target for latest fund; default rate decreases
Monomoy reaches target for latest fund. Plus: monthly default rate eases; and Mosaic closes second SBIC. Here’s today’s brief for our valued subscribers only.
Blue Owl Money Machine Sputters in Face of Private Credit Cracks
Blue Owl Capital Inc.’s Craig Packer has been something of a mainstay on the New York Stock Exchange in recent years, ringing the opening bell multiple times to toast the private credit...