News & Analysis

Optimism has not been eroded in an asset class facing both scare stories and genuine challenges.

Golub Capital launched its GP-led strategy last September, pledging to commit $1bn.

Fasanara and Tether team up for digital approach to private credit. Plus: Washington debates asset class’s future with its consultant, and Arini boosts its investment ranks. Here’s today’s brief for our valued subscribers only.

In this podcast, Arrow Global’s Zach Lewy explains how an uncertain geopolitical environment and the rise of AI are leading investors to engage more intentionally with European credit firms.

A recent note from the FCA highlighted both the rapid growth of the asset class and various areas of concern.

In today’s edition, Santander grows its infrastructure debt operation to help manage two new funds. Plus: smaller managers are finding fundraising a struggle; and we invite our readers to participate in our emerging manager survey. Here’s today’s brief for our valued subscribers only.

Asset-based lending and term lending are coming together to meet challenges for a wide range of companies under pressure, argues Richard Gumbrecht.

Analysis of fund close data found that vehicles valued at under $250m have seen a rapid decline since 2024.

The firm also reported a high re-up rate for its latest flagship European credit vehicle.