Everything Happens So Much (Part One)
Experience matters. Leaders with years of navigating through many economic, business and market cycles have learned how to shake the shock and ride the wave of change without losing their balance. Yes, the risks of falling are greater. And failures can have consequences beyond the local or regional, as CrowdStrike demonstrated. But so are the rewards…
▶︎ Read Oct 7th, 2024 Newsletter: here
Latest news
Top 50 BDCs Accounted for 75% of Nonaccrual Loan Cost in Q2’26
The 50 largest BDCs, on the basis of total debt investments as of the second quarter of 2026, accounted for 75% of the total aggregate reported value of nonaccrual debt at cost and fair value.
US private debt AUM ($B) by channel
In 2025 and the early part of 2026, the retail channel added AUM to the asset class at a much faster rate than institutional investors in both regions, with growth rates of 43.7% globally, 41.4% in the US, and 73. 1% in Europe through the beginning of 2026 compared with year-end 2024 figures.
