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Milken: Private Credit’s Dispersion Has Been Abnormally Compressed
+ Bonus from Neuberger. Why the BDC Sell-Off Tells an Incomplete Story
21 hrs ago
11
Latest
Top
Discussions
Upper middle market defaults are doubling every quarter
Fundraising from Silver Rock, Primary Wave, Apollo, Stepstone and more...
May 5
10
1
Sona's Honest Assessment of Private Credit
Sona steps back from the noise to address the issues it believes matter most
Apr 28
14
Ares: Let's talk about the F word.
With scant details available, recent reports of fraud have left many with the impression that fraud can happen anytime, anywhere, to anyone.
Apr 21
15
Sixth Street: The Rise of the Factory Model
Fundraising rebounds with nearly $50 billion raised...
Apr 14
11
2
The State of Private Credit in Q1 26
Fundraising Slows as Capital Concentrates at the Top
Apr 7
12
1
Howard Marks: Mistakes cause mispricings.
The bloom is off the rose, we’ll get much better buying opportunities in the months ahead
Mar 31
16
2
Sixth Street: Investors in our industry have two choices, the “what” and the “when”.
This newsletter is for educational and entertainment purposes only. It should not be taken as investment advice.
Mar 24
10
1
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