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The definitive source of private markets intelligence.


Private Credit Fails To Beat Public High Yield Bonds
Savina Rizova, co-chief investment officer and global head of research at $790 billion Dimensional Fund Advisors, delivered a sobering assessment of private credit during her appearance on Bloomberg's The Credit Edge podcast.
May 31, 20253 min read


Private Markets Navigate Capital Abundance Crisis Amid Retail Expansion Push | Weekly Pulse
Apollo partners with major banks to trade private credit, potentially blurring public-private lines. $5B+ mega-deals dominate as Blackstone buys NYC pension stakes, India sees record $3.4B credit deal. UK mandates pension private allocation while ECB intensifies oversight. PE faces exit crisis with 12K portfolio companies stuck, distributions down 70%. Shadow banking hits $1T as retail access expands amid regulatory debates.RetryClaude can make mistakes. Please double-check r
May 31, 20256 min read


AEA Private Debt Leads First Lien Credit Facility for Training The Street
AEA Investors' Private Debt group provides first lien credit facility for Training The Street, a Falfurrias Capital Partners portfolio company.
May 28, 20251 min read


Insurance Giants Pivot Hard Into Private Assets as Inflation Fears Rise, Goldman Study Finds
Insurance giants pivot 62% into private assets as inflation fears drive $14T sector away from traditional investments toward illiquid markets.
May 24, 20253 min read


Private Markets Grapple with Supply-Demand Imbalance | Weekly Pulse
Private credit faces a capital abundance problem with too much money chasing too few deals, compressing returns from 14.9% to 5.2%. Major themes: university endowments liquidating PE stakes at steep discounts, regulatory push for retail access, systemic risk warnings, and IRR inflation concerns.RetryClaude can make mistakes. Please double-check responses.
May 24, 20255 min read


Private Credit Boom Creates Hidden Banking Risks, Federal Reserve's Study Shows
Private credit surged to $1T, largely bank-funded, raising systemic risk concerns as loans increasingly resemble traditional banking.
May 23, 20252 min read


Insurance Capital Drives Asset-Based Finance Revolution
In Brief: Keith Ashton and David Ells, partners and portfolio managers at Ares Management's Alternative Credit division, joined...
May 23, 20253 min read


Howard Marks Warns: Private Credit Boom Shows Classic Signs
Private credit has lost its edge as "undiscovered" opportunity, warns Oaktree's Howard Marks amid $1.5T market growth.
May 23, 20253 min read


Private Markets Navigate "Shifting Weather" as Industry Evolves Beyond Traditional Funds, McKinsey Says
Private equity is emerging from a challenging period with distributions finally exceeding capital contributions for the first time since 2015, while global deal value rebounded 14% to $2 trillion in 2024. According to McKinsey's Global Private Markets Report 2025, this marks the beginning of recovery after three years of difficult conditions caused by rising interest rates and economic uncertainty.
May 22, 20252 min read


Alternative Credit Leaders Flag Risks And Rewards Ahead
In Ares Management's recent "In the Gaps" webinar, Co-Heads of Alternative Credit Joel Holsinger, Keith Ashton, and Kevin Alexander discussed key trends affecting private credit markets in 2025. The panel highlighted how recent market volatility, flattening credit curves, and demographic shifts are reshaping private credit opportunities.
May 21, 20252 min read


Private Credit Portfolio Analysis | Capital Southwest Reports FY 2025 Results
Capital Southwest reports FY 2025 results with total assets up to $1.88B, NAV per share at $16.70, and increased investments at fair value.
May 20, 20252 min read


Beach Point Capital Raises Over $1.25 Billion for Private Credit Strategies
Beach Point Capital Management closes over $1.25B across two funds, targeting middle market credit and real estate debt opportunities.
May 20, 20251 min read


Private Equity's Uneven Recovery Shows Buyout Dominance Amid Broader Private Markets Challenges, MSCI Reports
What's New MSCI's Q4 2024 Private Capital Benchmarks Summary reveals a private markets landscape struggling to maintain momentum, with...
May 19, 20252 min read


Private Credit Slowdown: Tariffs Throw Cold Water on Deal Activity
Direct lending deal activity has slowed significantly in early 2025, with both volume and deal count trailing last year's pace, according to PitchBook's April 2025 US Private Credit Monitor. The "Liberation Day" tariff announcement on April 2 has disrupted the M&A recovery many had anticipated in Q1.
May 17, 20252 min read


Private Markets Pivot to Retail Investors and Europe Amid U.S. Policy Uncertainty | Weekly Pulse
Private credit continues to expand rapidly beyond institutional investors to reach retail and 401(k) markets, despite growing concerns about industry risks in the $2.2 trillion asset class.
May 16, 20258 min read


Private Credit Portfolio Analysis | Firsthand Technology Value Fund Reports Q1 2025 Results
Firsthand Technology Value Fund reports Q1 2025 results with total assets down to $1.49B and NAV per share declining to $0.12.
May 15, 20252 min read


Private Credit Portfolio Analysis | TriplePoint Private Venture Credit Reports Q1 2025 Results
TriplePoint Private Venture Credit reports Q1 2025 results with total assets of $426.35M, NAV per share at $10.73, down from $11.11 in Q4 2024.
May 15, 20252 min read


Private Credit Portfolio Analysis | Guggenheim Credit Income Fund 2019 Reports Q1 2025 Results
Guggenheim Credit Income Fund 2019 reports Q1 2025 results with total assets down to $1.59B and NAV per share at $0.85.
May 15, 20252 min read


Private Credit Portfolio Analysis | Guggenheim Credit Income Fund Reports Q1 2025 Results
Guggenheim Credit Income Fund reports Q1 2025 results with total assets down to $4.30B and NAV per share decreased to $0.25.
May 15, 20252 min read


Private Credit Portfolio Analysis | Guggenheim Credit Income Fund Reports Q1 2025 Results
Guggenheim Credit Income Fund reports Q1 2025 results with total assets down to $7.18M and net asset value per share at $0.24.
May 15, 20252 min read
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