Market Macro Trend

Private Debt Investor
November 27, 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.

Default Rates Fundraising Trends Institutional Investors
Private Debt Investor
November 25, 2025

Exclusive: Blue Owl’s Packer says firm won’t revive BDC merger

Co-president dispels speculation that controversial move to merge two BDCs might be reconsidered.

Institutional Investors M&A Activity
Bloomberg
November 25, 2025

Private Credit’s Sketchy Marks Get Warning Shot From Top DOJ Cop

Wall Street’s top prosecutor has a warning for private-market players getting creative with their numbers. Stark divergences in how competing firms value private assets in their portfolios are drawing increasing ... Private...

Institutional Investors Policy & Regulation Watch Regulation & Policy
Financial Times
November 25, 2025

Altice USA accuses creditors of forming ‘illegal cartel’

Defendants who own large chunks of $26bn distressed debt pile include Apollo, Ares, BlackRock and Oaktree

Distressed Debt Institutional Investors Interest Rates
Bloomberg
November 28, 2025

Private Assets to be Half of Industry Revenues by 2030, PwC Says

Private markets will generate more than half of the money-management industry’s revenues by 2030, an increase that reflects the intensifying competition among firms to expand in private debt and equity ... Private...

Fundraising Trends Institutional Investors
Private Debt Investor
November 20, 2025

The AI threat to delayed exits

Private credit managers happy to extend loan holding periods may find new technologies will wait for no one.

AI & Automation in Credit Institutional Investors Private Credit Funds
Private Debt Investor
November 20, 2025

Blue Owl scraps BDC merger after sharp declines in shares

The manager confirmed the OBDC and OBDC II merger is terminated and it will re-evaluate alternatives.

Institutional Investors M&A Activity
Financial Times
November 20, 2025

Blue Owl’s clever private-to-public deal makes investors see red

The private capital firm has cancelled a planned merger between two affiliates that lend to middle-market companies

Direct Lending Institutional Investors M&A Activity
Private Debt Investor
November 19, 2025

IFC proposes $60m commitment to private debt

The Washington-based government-related investment organisation is backing Allianz Global Investors.

Credit Spreads Direct Lending Institutional Allocations Institutional Investors
Bloomberg
November 24, 2025

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 ... Blue...

Default Rates Direct Lending Institutional Investors

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