Why ESG Matters: Governance
Now we come to the G in ESG. The governance link to environmental and social goals was cemented by the sub-prime debacle in 2009. Corporate malfeasance and lack of transparency propelled the need to identify future responsible ESG parties and enforcement…
▶︎ Read Apr 25 2022 newsletter: here
▶︎ Chart of the Week: here (by 2022 JUST Capital Foundation)
(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.
