Separating the signal from the noise in private credit
What matters most is how capital was deployed and underwritten
Related reading
We must be mindful of the risks of private credit
The sector remains untested in a severe or prolonged economic downturn
Private credit’s moment for a healthy reset
Recent ructions highlight the case for better scrutiny of the asset class
There is method in the market’s madness
But it relies on a host of rosy assumptions going in investors’ favour
Private credit’s stale pricing problem
More frequent asset valuations can boost market resilience and investor confidence
Private credit isn’t the problem — concentration is
Diversification is the foundation of good investing
Short rates have overshot
Plus the social media lawsuits