Trouble Deepens - Optimists Still Push Back Several months ago, the central question surrounding private credit was whether investors would maintain confidence in an asset class experiencing an...
Approximately a year ago, the debate surrounding private credit was relatively straightforward. It appeared that the golden age of private credit would continue. But suddenly private credit was...
According to latest media reports Private Credit is now facing what can best be described as a public reckoning. Perhaps even more ominous is the indication of changing market dynamics with the...
Recent headlines have amplified previous concerns about private credit. Commentary now links redemption pressures, geopolitical tensions, and energy-market volatility into a broader narrative of...
Warnings about private credit have intensified in recent weeks, but the debate remains unsettled. Some observers have begun to describe the situation in dramatic terms. However there are hardly any...
Recent warnings about private credit are not coming from commentators. They are coming from the lending industry itself. According to Fitch Ratings, U.S. private-credit default rates are approaching...
Following publication of our earlier Intrepid Explorers credit-climate analysis, a reader asked more granular questions: Which specific industry sectors are most affected by the current tightening...
If you ask me [Joachim C Bartels] as the writer of this article and as a veteran in credit information, I am appalled by the apparent short memories within the credit system, the workings behind the...
"Dé·jà vu" ... here we go again ... shades of Enron, Wirecard etc. We wrote about this story a couple of days ago with the title: "Defaults Rattle the Private Credit Market" which may be signaling...