Archive - The Credit Crunch

Why NAV Pref Equity Behaves Like Credit: 17Capital’s NAV Playbook

Fundraising from Twin Brook, Castelake, Nuveen and More

Aug 26

Inside Q2 2025: What the Biggest Alternative Managers Are Talking About

Key Takeaways from 400 Pages of Transcripts

Aug 19

Why Brookfield Sees No Risk of Overbuilding AI Infrastructure

Fundraising from Brinley Partners, OrbiMed, Aperture Investors and Keppel

Aug 12

Four reasons why private credit isn’t actually a systemic risk

Fundraising from KKR, Goldman Sachs, PGIM, Hercules and HarbourVest

Aug 5

July 2025

Marblegate’s Brutal Middle Market Thesis. The Free Money Era Is Over.

Fundraising from 17Capital, ACRE, Avila, Third Point and Abrdn

Jul 29

Three Midyear Themes Private Credit Managers Can’t Ignore

More than $10 billion of fundraising from Macquarie, Pantheon, Chorus, Partners Group and more

Jul 22

What the Last 5 Years Really Taught Us About Private Credit

Fundraisings from Coller Capital, Kartesia, Pinegrove, Mizuho and Equita Capital.

Jul 15

Credit Crunch H1 Recap

Europe Outperforms, Direct Lending Slows, and Mega Funds Shrink

Jul 8

Why Apollo Thinks Europe is the Key to Private Credit's Growth

Fundraisings from NorthWall Capital, Arini, Apollo and Pemberton

Jul 1

June 2025

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