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Jirí Król: Private credit is not avoiding risk, it’s bearing it better

The asset class offers a vital channel to borrowers during periods of stress, argues the global head of the Alternative Credit Council.

Ares brushes off negative sentiment in Q1 earnings

CEO Michael Arougheti expressed confidence for future dealmaking as the effects of the Iran war normalise.

VCERA’s consultant stresses insulation from negative headlines even as system slows pacing

Southern California pension with $9.5bn in assets approves plans for a third year of stepped-down private credit commitments as it draws closer to allocation target

Permira Credit on AI advances: Avoiding structural losers with sector expertise

The disruptive influence of artificial intelligence means sector knowledge in private credit has never been more important, say Permira Credit’s David Hirschmann and Benoit Vauchy.

Kirkland & Ellis: GP-leds transform the credit landscape

An abundance of capital and opportunity is coming together, say Mark Boyagi, Sean Hill and Ted Cardos, partners in the investment funds practice at Kirkland & Ellis.

Blue Owl seeks to reassure investors following Q1 earnings

Co-CEO Marc Lipschultz pushes back on the ‘panic’ narrative, saying it is driven by sentiment, not fundamentals.

Saba Capital to expand second-hand liquidity platform for BDCs, interval funds

The hedge fund and activist investor says it will target public and private BDCs at 30% or more discounts to NAV.

Blackstone posts earnings rise and shrugs off SaaSpocalypse talk

Private credit returns declined in Q1, but executives blame ‘naysayers’ not fundamentals.

Moody’s: Mid-market credit quality erosion is hidden in plain sight

Rising leverage, declining liquidity and a weakening of free cashflows is putting pressure on mid-market issuers.