Commentary
Business of Private Credit: Claude Says
Even chatbots know AI won’t have a one-size-fits-all impact on the middle market. Yet for the last year or so, the market has treated AI disruption as a storm cloud hanging over every private credit portfolio.
Read MoreBusiness of Private Credit: Rain or Shine
Experienced private credit managers build all-weather playbooks designed to make it through any business cycle or headline risk.
Read MoreThe Business of Private Credit: History 101
Last week we kicked off our special series on middle market industries with an overview of why they should matter for private credit investors. This week we provide some historic context.
Read MoreThe Business of Private Credit (First of a Series)
What’s so special about the middle market? In a world where every conversation seems to revolve around AI, mega-software M&A, and data center infrastructure…
Read MoreBeyond The Mark
How are direct lending loan values calculated? We introduced the topic in our “Par for the Course” installment last month.…
Read MoreLet’s Be Clear
“Investors need to understand that private markets don’t have the same degree of transparency as public markets.”
Read MoreThe OG of Private Credit: Welcome to the Platinum Era™
”This is great for us.” That’s how one private credit manager summarized the cumulative impact of noise around the asset class.
Read MoreThe OG of Private Credit: The Steadi-Cam of Capital Markets
“We are late in the credit cycle.” What is often a throw-away line preceding some dire market prediction, should be questioned.
Read MoreThe OG of Private Credit: Conjuring a Crisis
According to Merriam-Webster, apophenia, or mistaken pattern recognition, is “the tendency to perceive a connection or meaningful pattern between unrelated or random things.”
Read MoreThe OG of Private Credit: The Dot Calm
For over a decade, software has been the darling of investors. The reasons were evident long before the pandemic made the sector impossible to ignore.
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