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Private Credit Defaults 101: Beyond the Noise
Like any good school year, this series went by fast. But as class comes to an end, there’s one theme that’s been top of mind here at The Lead: “noise.”
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October 6, 2026 
Structured Finance: Intersection with Private Markets
Fitch’s latest market research report breaks down key transaction types at the intersection of private markets and structured credit
Middle market vs. megafund PE IRR dispersion (2018–2021 vintages)
For much of the past two decades, PE delivered a consistent premium over public markets that justified its illiquidity and fee load—a proposition that is now under pressure.
The best and the rest
Our data confirmed the importance of manager selection, given evidence of wide performance dispersion across strategies.In the second iteration of…
The Clear Choice
Transparency and track records matter most to private credit investors.
US Private Credit & Middle Market Monitor: 1Q26
This report is based on a series of panels held during 1H26.
US Leveraged Loans Return 0.57% to Investors in May
The Bloomberg US Leveraged Loan Index (Ticker: LOAN) returned 0.57% to investors in May, marking the third consecutive monthly gain…
Success, Not Overnight
Private credit’s growth story, over a decade old, is still evolving.
The OG of Private Credit: Welcome to the Platinum Era™
”This is great for us.” That’s how one private credit manager summarized the cumulative impact of noise around the asset class.
Solid foundations for real estate debt
After a rocky period for property, investors appear to be regaining confidence – in the debt layer at least. Real…
Tech loan issuance slows as credit markets turn selective
Technology issuance in the institutional leveraged loan market fell to just USD 550m in April, marking the sector’s lowest monthly…
PE AUM forecast ($T)
By the end of 2030, we forecast global PE AUM to reach $8.8 trillion in our base case, with a plausible range of $7.6 trillion in our downside case to $10.2 trillion in our upside case.
Leveraged issuance expands for second consecutive month despite slower M&A pipeline
US LevFin issuance reached nearly US$150bn in May. While business expanded roughly 20% on the month and continued to improve…
US Leveraged Loan Issuance Poised to Top $100b in May
Following three consecutive months of declining issuance, the US leveraged loan market has rebounded sharply in May, with approximately $99.3b…
Let’s Be Clear
“Investors need to understand that private markets don’t have the same degree of transparency as public markets.”