Private credit has a public confidence problem
Listed vehicles run by non-bank lenders trade at a hefty 11% dividend yield, yet also well below the value of their assets. Liquid bond and loan markets are providing renewed competition, threatening...
Cautionary
Global Finance Magazine
December 2, 2025
December 2, 2025
The Next Wave Of Private Credit
The collapse of First Brands demonstrates some of the challenges of private credit, while its use continues to expand.
ainvest.com
December 1, 2025
December 1, 2025
Is Ares Capital Corporation (ARCC) a Strategic Buy at Current Levels Below $21?
Ares Capital Corporation (ARCC), a business development company (BDC) specializing in private credit, faces challenges such as potential payout cuts and headwinds from competition in the private credit market. Despite these issues,...
Intellectia
December 1, 2025
December 1, 2025
Economist Cautions That Bitcoin’s Largest Surge Could Precede Its Most Significant Crash
recession, likening it to the Great Depression, with financial stress originating from shadow banking and private… credit markets rather than traditional banks….
The Booming Credit Trend Analysts Warn Could Become A Major Problem – NewsBreak
The main driver of this worry is the concerning nature of the private credit market…. market start defaulting, as much of the investment in private credit firms comes out of consumers’ pockets…...
Apollo’s Rowan on ‘Cockroaches’ in Private Credit
Apollo’s Marc Rowan says he’s not worried about Jamie Dimon’s reference to hidden “cockroaches” in private credit. (Source: Bloomberg)
Dimon Cockroaches Are Living in Risk Markets’ Heads
Many investors now believe that private credit is bad enough to need an exterminator.