May 19, 2026
Private credit panic is overblown. A Bloomberg Intelligence survey reveals institutional calm despite retail fears and underwriting concerns.
May 14, 2026
JPM's Stephanie Doyle on navigating the AI debt boom. Hyperscaler issuance is surging, but strong yields and a 'barbell' strategy reveal opportunity.
May 7, 2026
HarbourVest expects private credit secondaries to double in volume, driven by liquidity needs and market dislocation despite rising default fears.
April 30, 2026
Citi’s head of spread products discusses risks from private debt ‘tourists,’ AI’s dual impact, and the electronification of credit markets.
April 23, 2026
Sycamore Tree's CIO on finding mispriced risk in credit, navigating AI's impact on software, and preparing for a multi-year default cycle.
April 16, 2026
Davidson Kempner sees a $770B stressed debt opportunity in the U.S., masked by adjusted EBITDA and a shift from soft to hard defaults.
April 2, 2026
PGIM's Matt Harvey sees a 'chilling effect' on private credit from BDC turmoil, creating a rational market for disciplined, long-term lenders.
March 26, 2026
Permira's Ian Jackson discusses navigating choppy credit markets, the AI-driven software sell-off, and finding value in complexity and resilience.
March 19, 2026
BDC veteran Michael Gross downplays systemic risk in private credit, expecting a manager shakeout, not a crisis. He champions asset-based lending.
March 12, 2026
Third Point's Shalini Sriram sees current market turbulence as a prime buying opportunity, favoring structured credit and residential mortgages.
March 10, 2026
Iran conflict's credit impact: Small energy firms delever with the oil windfall, but consumer sectors face headwinds from inflation.
March 5, 2026
Capital Group's Shannon Ward sees opportunity in the software debt sell-off, contrasting high-yield's quality with leveraged loan risks.
February 26, 2026
Bain Capital's Angelo Ruffino discusses spiking software debt defaults, the impact of AI, and opportunities in asset-based finance.
February 19, 2026
Acadian's Scott Richardson on systematic credit: quants are moving beyond bonds to loans and CLOs, challenging private credit's hype.
February 12, 2026
The big MBS trade isn't over. Clark Capital's Oliver Chambers argues that despite tight spreads, mortgages offer relative value vs. corporates.
February 10, 2026
Tech giants are on a multi-trillion-dollar AI spending spree funded by debt, but their strong credit quality has bond markets confident.
February 5, 2026
H.I.G. Bayside sees a surge in distressed debt, driven by poor loan quality and maturing private credit, creating unique investment opportunities.
January 29, 2026
PIMCO's President Christian Stracke discusses tight credit spreads, warns of hidden risks in private debt, and eyes opportunities in asset-based finance.
January 22, 2026
Seix CIO predicts sustained high rates will pressure "zombie" borrowers, keeping defaults elevated but contained as credit spreads remain tight.
January 15, 2026
Neuberger Berman's Susan Kasser reveals how a unique PE fund-of-funds model drives ultra-low losses (1bp) in private debt by enabling selectivity.
January 13, 2026
Is Venezuela investable? Experts dissect the bond rally, oil sector challenges, creditor hierarchy, and geopolitical risks on the long road to recovery.
January 8, 2026
RBA’s Mike Cantopoulos warns of a liquidity-driven ‘everything bubble,’ questions tech debt, and eyes a future ‘golden age’ for credit.
December 18, 2025
Credit market veteran Dave Albrecht on navigating tight spreads, the private credit boom, and the massive wave of AI-related debt. Key risks ahead.
December 11, 2025
KKR's Tal Reback discusses navigating tight credit markets, the rise of private debt, and where to find value in 2026 and beyond.
December 4, 2025
Barclays' Brad Rogoff on the 2026 credit outlook: Expect wider spreads, a surge in AI-driven supply, and navigating late-cycle risks.
November 26, 2025
Arini's Matthew Sestar details the lucrative niche in European middle-market private credit, highlighting higher spreads and stronger protections.
November 20, 2025
Vanguard's Michael Chang discusses a cautious high-yield strategy, focusing on credit selection and quality due to tight market valuations.
November 13, 2025
Oaktree's Danielle Pauley on navigating late-cycle credit markets, finding value in CLOs and RMBS, and the discipline needed to avoid pitfalls.
November 6, 2025
DoubleLine's Robert Kahn urges caution in frothy credit markets. Amid the AI debt rush, he favors active selection and sees value in CMBS.
October 30, 2025
Crossmark's Victoria Fernandez on navigating credit markets with a cautious, value-based approach amid inflation risks and market complacency.
October 23, 2025
Monarch's Adam Sklar on credit market risks, private credit's SaaS exposure, and finding value in a volatile macroeconomic environment.
October 16, 2025
Ares' Joel Holsinger discusses navigating private credit, the nuances of asset-based finance, and finding value in end-of-cycle markets.
October 9, 2025
Aegon's Jim Schaefer warns of a bifurcated credit market where tight spreads mask rising distress, especially in leveraged loans. Brace for trouble.
October 2, 2025
Credit markets are hot but not overheated. Expert John Fouquet discusses low leverage, idiosyncratic risks, and opportunities in loans & CLOs.
September 25, 2025
BlackRock's James Turner on navigating tight credit spreads, challenged sectors like chemicals, and why CLO tranches offer the best value now.
September 18, 2025
Blackstone's CIO discusses private credit's ~200bps premium over public markets, its fundamental resilience, and massive growth in new areas.
