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The New Paradigm (Fourth of a Series)
Why is private credit getting called out for potential bubbles and systemic risk when banks have been the ones failing?…
Read MoreThe New Paradigm (Third of a Series)
The confusion around differences between public and private credit dynamics has been compounded by the rapid growth of the illiquid…
Read MoreNo Signs of Slowing (Except Defaults)
▶︎ Read November 13 2023 commentary: here Two economic dynamics are driving capital markets. First, GDP strength which, by many…
Read MoreThe New Paradigm (First of a Series)
This week we chaired Day One of SuperReturn’s Private Credit US conference in New York. It’s a measure of the…
Read MoreNo Signs of Slowing (Except Defaults)
Since Labor Day we’ve spent considerable time at conferences and with investors. Nothing focuses the mind better. And what we’ve…
Read MoreLetter from Copenhagen
After our stop in Stockholm last month to visit investor clients with our Nuveen and Arcmont colleagues (and after our…
Read MoreLetter from Stockholm
Our recent visit to Sweden was the 12th country in our 2023 global private credit tour meeting clients and prospects.…
Read MoreDavos at the Delamar
As master of ceremonies at last week’s Greenwich Economic Forum, your correspondent had a ring-side seat at the event’s sixth…
Read MoreAll About Secondaries (Last of a Series)
At a recent private markets conference in Paris, Blackstone’s CEO Stephen Schwarzman said private equity “has just been too successful.…
Read MoreAll About Secondaries (Fourth of a series)
Last week in our special series on private equity secondaries, we discussed how GPs are leveraging newly developed liquidity in…
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