Market Macro Trend

Barron's
October 30, 2025

The Private Credit Bubble That Isn’t

Alarm over increased lending is misplaced, Mike Kelly writes in a guest commentary.

Banks & Non-Banks Credit Spreads Institutional Investors
PR Newswire
November 11, 2025

Neuberger Berman Announces Close of $7.3 Billion Private Debt V

/PRNewswire/ — Neuberger Berman, a global, private, employee-owned investment manager, is pleased to announce the final close of NB Private Debt V (the…

Direct Lending Fundraising Trends Institutional Investors
Financial Times
November 11, 2025

Warnings from the private credit wobble

Investors and regulators should sharpen scrutiny of risky lending practices and interlinkages

Direct Lending Institutional Investors
Bloomberg
November 19, 2025

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.

Direct Lending Institutional Allocations
CNBC
November 23, 2025

Blue Owl considers reviving merger of private credit funds, contingent on fund’s share price, sources say

Blue Owl Capital is considering reviving a plan to merge two of its private credit funds if the share price of the larger fund improves.

Fundraising Trends Interest Rates Private Credit Funds
AsianInvestor
December 2, 2025

Red flags in private credit market prompt tighter underwriting discipline | Alternatives | AsianInvestor

Private credit managers across Asia-Pacific are sharpening their focus on red flags in underwriting as competitive pressure rises. Investors and lenders are recalibrating around protections, collateral strength and disciplined structuring.

Asia-Pacific Direct Lending Institutional Investors
Financial Times
November 20, 2025

Blue Owl’s private credit fund U-turn

Plus, the mega-deal rippling through Wall Street, Hollywood and Washington, and pharma groups stressing buyout firms

M&A Activity Private Credit Funds
The Wall Street Journal
November 4, 2025

Private-Credit Earnings Ease Investor Concern Over Asset Class’s Health

Apollo’s Marc Rowan addresses issues that have had investors on edge

Direct Lending Institutional Investors
Bloomberg
November 17, 2025

Jeffrey Gundlach Warns of ‘Garbage Lending’ as Private Credit Booms

In markets awash in “garbage lending” and unhealthy valuations, Jeffrey Gundlach is keeping his strategy simple: load up on cash and stay away from private credit.

Cautionary Direct Lending For Fund Managers
Global Finance Magazine
November 10, 2025

Why Banks And Private Equity Firms Are Both Competing And Collaborating In Private Credit?

Why are banks both increasingly cooperating and competing with PE firms in providing private credit?

Banks & Non-Banks Credit Spreads Institutional Investors

Browse by Topic