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Private Credit Defaults 101: Scrambling for Par
Seve Ballesteros won four majors in the 1980s despite being, by his own admission, one of the wildest drivers of the golf ball on tour.
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September 14, 2026 
Sub line pricing flattens
A report on the topic also finds that investors are less concerned by leverage in NAV loans.Pricing for subscription lines…
BDC AUM Hits Record US$577.8B in 2Q26
Despite growth slowing this year, BDC assets under management (AUM) rose by US$3.4bn in 2Q26 to a record US$577.8bn. By…
Barbelled Recovery Trend Persists in Fitch’s Private Ratings Portfolio
The trend of barbelled recovery outcomes, either very high or very low recoveries, persisted in Fitch Ratings’ private ratings portfolio in 1H26.
Rate Hike Expectations Regain Steam following Jackson Hole
The CME six-month Term SOFR rate reached a recent high of 3.979% on July 28 before retreating to 3.821% as…
BDC redemptions: Have we seen the peak?
Redemption requests rose in Q2, but underlying trends are encouraging.
3Q26: New loan assets rise to 44% of total lending, a 3-year high
New loan assets as a proportion of total US loan volume make up 44% of the 3Q26 pipeline to date,…
North American GPs dominant as fundraising accelerates
Our PEI Private Credit 200 ranking also shows capital raising increasing overall – and accelerating especially fast for the largest…
PE exit activity
Exit value fell to $102.6 billion in the second quarter—down 46.3% from the prior quarter and 7.4% YoY—while exit count dropped to 353, a 14.1% quarterly decline and a 5.4% rise against Q2 2025.
US BSL and MM CLO performance held stable in July 2026
In July 2026, portfolio credit quality in reinvesting Fitch-rated U.S. BSL CLOs remained broadly stable from June.
Software, consumer-related direct lending deals fell in H1'26
The software and technology sector, the second-most-active sector in 2025 at 17% of total deal activity, slid to fifth place in the first half of 2026.
Private credit, AI, and the Fed: Mickey Levy's outlook for the rest of 2026
A conversation with Mickey Levy, Visiting Fellow at the Hoover Institution at Stanford University.
Unconquered Territory
With most of the map still unexplored, there’s room for a sequel.
Private Credit Defaults 101: Back to School
As Labor Day approaches, the unofficial end of summer is upon us. But, before we get too sad, there is also the familiar back-to-school energy.