Market Macro Trend

Private Credit Titans Defend Track Record as Earnings Land Soft

For the first time since a war of words erupted over the risks in private credit in the wake of high-profile collapses, investors are getting hard figures on the state ... Private...

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.

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.

What Is Private Credit And Who Uses It?

How has private credit grown in importance since the Great Financial Crisis? What is the current market size in the US and other regions?

Jeffrey Gundlach says cracks forming in America’s multitrillion-dollar private credit market

DoubleLine Capital’s Jeffrey Gundlach compares the booming private credit market to “wild west” conditions, warning of potential troubles ahead as market stress increases.

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 ... Why...

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 ... Blue...

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 ... The...

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.

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 ... Raghuram...