Blue Owl previews private credit’s pain trade
The $20 bln shadow bank is gating redemptions at a fund pursuing a painful merger. It’s a deal meant to stop costly arbitrage caused by sagging listed vehicles. If yesterday’s qualms, like...
Market Macro Trend
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...
Global Finance Magazine
December 2, 2025
December 2, 2025
Who Provides The Capital Behind The Private Credit Boom?
The main sources of capital for private credit funds are institutional investors with long-term investment horizons and low liquidity needs.
The Economic Times
December 2, 2025
December 2, 2025
Raghuram Rajan, ex-RBI governor, warns of rising risks in global private credit market
Former RBI Governor Raghuram Rajan warned of growing risks in the global private credit market, citing excess liquidity and a perception of an unending lending boom. He emphasised that periods of ample...
The Wall Street Journal
December 2, 2025
December 2, 2025
Opinion | Who’s Worried About a Private Credit Winter?
Dan Wertman has inadvertently highlighted the strength and resilience of the market.
BDC’s Emerge as a High-Yield Haven as Private Credit Shifts | VanEck
BDCs continue to offer some of the highest yields in private credit and pullbacks may allow investors to capture tax benefits while staying invested.
The rise of private credit, and why ‘ordinary people’s money is on the line’ : Consider This from NPR
When companies need a loan, traditionally they turn to a bank.But increasingly they’re turning to financial firms that are not really banks, but do have a lot of cash. This is called...
World Socialist Web Site
December 2, 2025
December 2, 2025
Growth of private credit a “ticking time bomb”
A recent Financial Times editorial pointed to unmistakable signs that the conditions for another financial crisis are maturing.
Private Credit Firm Permira Eyes Takeover of German Tour Company
Private credit lender Permira Credit is in advanced talks to take over German tour operator Berge & Meer, according to the company, another sign of the growing trend of direct lenders moving...
The Wall Street Journal
December 2, 2025
December 2, 2025
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