Market Macro Trend

AllianceBernstein
November 10, 2025

Resilience by Design: How Private Credit Handles the Cycle

Credit cycles happen. Defaults happen. But negotiated loan structures, lender protections and long-term capital make private credit uniquely resilient.

Default Rates Direct Lending Institutional Investors
Bloomberg.com
November 25, 2025

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

Wall Street’s top prosecutor has a warning for private-market players getting creative with their numbers.

Institutional Investors Private Credit Funds Regulation & Policy
Lord, Abbett & Co LLC
November 3, 2025

The Active Investor: Dimensions of Private Credit and Direct Lending | Lord Abbett

In this podcast, Lord Abbett Portfolio Manager Vince Lu discusses the evolution and growth of the asset class–and addresses questions about whether a “bubble” is forming in the private credit ... The...

Direct Lending Fundraising Trends Institutional Investors Investor Education
Lord, Abbett & Co LLC
November 21, 2025

Lord Abbett Explains: Private Credit—The Genesis of Private Corporate Lending | Lord Abbett

In this video, Lord Abbett Portfolio Specialist Michael Cibelli explains how consolidation, regulation, and investor demand sparked the growth in direct corporate lending.

Direct Lending Institutional Investors
Financial Times
December 13, 2025

Apollo took bearish software view with bets against corporate debt

Private capital giant shorted loans and cut exposure to sector amid concerns over threat from AI

Bearish Outlook Institutional Investors
Yahoo Finance
November 21, 2025

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 ... How...

Direct Lending Institutional Allocations Institutional Investors Liquidity Conditions
Winston & Strawn
December 12, 2025

Winston & Strawn

On December 5, 2025, the Office of the Comptroller of the Currency (OCC) and the Federal Deposit Insurance Corporation (FDIC) issued a joint statement (the Statement) rescinding the Interagency…

Direct Lending Institutional Investors
AllianceBernstein
November 10, 2025

Resilience by Design: How Private Credit Handles the Cycle

Credit cycles happen. Defaults happen. But negotiated loan structures, lender protections and long-term capital make private credit uniquely resilient.

Default Rates Direct Lending Institutional Investors
Fortune
November 21, 2025

Private credit deals see a rise in ‘bad PIKs’ showing ‘cracks’ in the market for corporate lending | Fortune

A majority of payments-in-kind deals, usually offered to riskier corporate borrowers, are now of the kind that indicates distress, Lincoln International says.

Default Rates Distressed Debt For LPs/Investors
Institutional Investor
December 8, 2025

Private Credit’s Next Phase: Finding Opportunity in a Maturing Market

The private credit market has experienced remarkable growth in recent years, with significant increases in capital inflows from both institutional and retail channels. Its success and expansion has naturally attracted ... Private...

Direct Lending Institutional Investors

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