Institutional Allocations

Yahoo Finance

How Blue Owl found itself at the middle of Wall Street’s latest private credit fears

Public worries over the world of private debt have forced major lender Blue Owl Capital (OWL) to scrap plans to give a clear way out to shareholders in one of its private...

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Carlyle

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...

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Pensions & Investments

Iowa Public Employees eliminates smart beta target as it moves to reduce volatility, weather downturns

Iowa Public Employees Retirement System eliminated its smart beta target and hiked targets to public credit, core and core-plus fixed income.

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Bloomberg

Private Credit Profits Come Under Threat as Loan Margins Narrow

The worst bear markets in a generation brought private credit firms to prominence in 2022. This year’s bull markets have laid them low.

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FIN News

Southern Teachers Plan To Begin Private Credit Search – FIN News

The search follows the plan’s decision to introduce a 5% dedicated private credit target allocation yesterday.

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Bloomberg

The Private Credit Sales Pitch Is Getting Much Tougher to Make

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most...

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Bloomberg

Private Credit Becomes Core as JPMorgan Rethinks 60/40 Model

JPMorgan Chase & Co.’s asset management arm is pitching private markets as essential ballast to investor portfolios amid stretched stock valuations and unreliable bond hedges.

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Investor Daily

Why U.S. middle market private credit is a powerful income solution for Australian institutional investors – Investor Daily

In today’s investment landscape, middle market direct lending, a key segment of private credit, has emerged as an attractive option for institutional investors seeking reliable income and portfolio diversification. Unlike traditional public...

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The Wall Street Journal

Exclusive | U.S. Insurers Are Binging on Private Credit, Moody’s Says

A handful of insurers are buying much of the investments, which are hard to trade and have relatively low credit ratings

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