Market Macro Trend

The Investment Conversation: Prospects for Private Credit in 2026 | Lord Abbett

In this podcast, Lord Abbett Portfolio Manager Steve Kuppenheimer discusses the landscape for private credit and direct lending in 2026.

Why private credit is creating major concerns among economists

Investors and economists are warning about a piece of the financial system that could pose a risk that is potentially similar in ways to the housing crash that preceded the ... Why...

Credit in 2026: A Market That Demands Insight, Not Just Capital

After several years of turbulence driven by policy shifts, inflation shocks, and rising rates, credit markets are entering 2026 with a mix of greater clarity and continued complexity . Many ... Credit...

Is Apollo Global Management Attractively Priced After Its Recent Private Credit Expansion?

Wondering if Apollo Global Management is a bargain or a bubble at its current price? This article will walk you through what the numbers are really saying about the stock. ... Is...

US Bank Lending to Competitors Surged 26% This Year, Fitch Says

US banks are lending more to private credit firms, private equity shops and hedge funds, with loan volume to these non-bank financial institutions up 26% this year through November, according ... US...

Banks reclaim commercial lending through technology and strategic partnerships – Tearsheet

Banks invest in AI platforms and partnerships to compete with private credit’s growth toward $3.5T, transforming commercial lending through technology and strategic collaboration.

Private Credit Faces Higher Default Risk As Margins Shrink

Morningstar DBRS says growing pressure on US borrowers is fueling default concerns, while regulators and ratings agencies flag rising ties to traditional banks.