The New Healthcare: COVID and the Government

https://theleadpc.com/wp-content/uploads/2026/06/cropped-THE-LEAD-ICON.png
Content hub / Article / The New Healthcare: COVID and the Government

Two years ago, we issued a special report on healthcare trends. We recently revisited one of our sources, a top healthcare investor.

“Everyone’s an infectious disease expert now,” he told us in an interview. “We need to change the way we look at infection. There are about 40,000 deaths annually from the seasonal flu. It affects infants and the elderly.

“Corona diseases have mutated. Real treatment is driven at the federal level. Like seat belts. With COVID-19 you need everyone to get vaccinated.”

How has government managed so far during this crisis? “The CDC made some early mistakes on testing. As with 9/11 certain people knew early on about the virus. But they didn’t coordinate with other agencies…

▶︎ Read July 6 2020 newsletter: here

▶︎ Chart of the Week: here (by Gallup Poll, The Daily Shot)

2026 Private Credit Investor Survey

Share your perspective

2026 Private Credit Investor Survey

Institutional investors, RIAs and financial advisors - we want to hear from you. Take this two-minute anonymous survey and receive the results report.
Take the survey
PitchBook's H1 2026 Global Private Debt Report

Report

PitchBook's H1 2026 Global Private Debt Report

Strong fundamentals, but uncertainty remains.
Download
US Private Credit League Tables H1'26

Report

US Private Credit League Tables H1'26

The definitive rankings covering private credit activity in H1'26.
Download

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.

    Read More

    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.

    Read More

    KBRA DLD Default Indices

    Read More