Private Credit: Why Now?
In recent weeks we’ve talked about how the Fed’s Great Unwind and rate hikes have impacted the economy, capital markets, and private credit. Top economist have helped interpret data on where US and global economies are headed. And we’ve analyzed how private credit terms are impacting both…
▶︎ Read Oct 31 2022 newsletter: here
▶︎ Chart of the Week: here (by The Daily Shot, Bloomberg, Cresset Capital)
(Any “forward-looking” information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition Past performance is no guarantee of future results. Investing involves risk; principal loss is possible.)
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.
