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Business of Private Credit: Coming Home
Much attention has been paid to the suitability of Matt Damon in the lead role as the wily Odysseus in this summer’s Christopher Nolan blockbuster.
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August 12, 2026 
2026 Outlook: Dress for Success
The surprise of 2025’s post-Liberation Day risk-on dynamic across markets has established a pattern we expect to continue well into…
2026 Outlook: Setting the Table
A conversation this week between business TV anchors included the following half-joking observation: “Credit managers are saying, ‘Our 2026 outlook…
Pet Smart
News reached us last week of an unfortunate Shillington, PA man wounded when his shotgun went off. Police believe his…
No One Details a Rental Car
In his 1985 best-selling “A Passion for Excellence,” Tom Peters tells the story of General Bill Creech, who led a…
Out to Lunch
The Fed’s rate cut last week of 25 bps brings the funds benchmark down to 3.75-4.00%. That’s roughly 150 bps…
Letter From the Emirates
We wrap our recent MENA travelogue with a keen look at Abu Dubai and Dubai, the principal emirates of the…
First Brands and Private Credit
We were in the 4th grade when a food fight erupted in the cafeteria at the table next to us. The…
Letter From Kuwait
When we visited friends and clients in Kuwait last November, we noted increased sophistication of institutional and sovereign wealth investors…
Letter From Oman
Our first visit to Oman last week was remarkable in several respects. We were reminded again how regional countries –…
Swiss Army Knife of Capital (Part Three)
During the recent PDI webinar we were asked, beyond yield, diversification, and deployment, what private credit areas are most vulnerable?…
Swiss Army Knife of Capital (Part Two)
Beyond yield, advisors and direct contribution (DC) plans look to private credit for diversification and deployment. These goals are not…
Swiss Army Knife of Capital (Part One)
We recently joined several colleagues on an excellent PDI podcast – “New Era of Private Credit” – for a wide-ranging…
Back to School (Part Two)
Post-Labor Day market conditions continue to favor credit issuance of all stripes. Rather than being hampered by uncertainty surrounding tariffs,…
Back to School (Part One)
Getting our heads back into markets, we reflect this week on the shape of public equities and fixed income. The…
Risk On/Risk On (Part Two)
What is coming through clearly in our conversations with credit professionals is that we are in a risk-on world. Somewhat…
2026 Outlook: Pick of the Litter
With last Thursday’s Fed rate cut, the benchmark is down 200 bps from its peak in 2023. That’s the simple…