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Friday Letter

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The problem of duelling credit default tallies

By Robin Blumenthal

•

13 Aug 2026

Opinion

Risk and uncertainty mitigation, security prevention planning, threat protection, safety compliance assessment, chart and graph opportunity challenge, businessman investor on risky uncertainty graph.

How can you underwrite a sector as volatile as AI?

3 min read

•

12 Nov 2026

Brussels regulations race ahead of private credit understanding

Brussels regulations race ahead of private credit understanding

3 min read

•

08 Nov 2026

Why the fundraising picture is increasingly complex

Why the fundraising picture is increasingly complex

2 min read

•

05 Nov 2026

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Private credit secondaries saw biggest pricing bump in H1 2024 – Greenhill

Average bids for secondhand stakes in private debt funds rose to their highest point since at least 2017.

2 min read · 15 August 2024

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