The Credit Crunch

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Hamilton Lane: Private Markets are Dull
Fundraising from Allianz, SL Green, Nuveen and AXA
Dec 9
Inside Q3’s Tight Spreads and the Flight to Europe
Fundraising from Investec, Castelake and Monroe
Dec 2

November 2025

Building a Case for Non-Sponsored Mid-Market Lending in Europe
Where to Find 150bps of Excess Return in European Private Credit
Nov 25
Inside Q3 2025: What the Biggest Alternative Managers Are Talking About
Key Takeaways from 400 Pages of Earnings Transcripts
Nov 18
Howard Marks on Cockroaches in the Coal Mine
Fundraising from Greystar, D.E. Shaw and Point72
Nov 11
Why Fund Structure Drives Direct Lending Returns
Fundraising from Bridge Investment, Viola, Ares and Breakwall
Nov 4

October 2025

KKR Believes Capital Light Companies are Outperforming
Fundraising from Oaktree, KKR, AEA and Enko Capital
Oct 28
Inside Brookfield's Next Phase
The Five-Year Path to Double its Earnings
Oct 21
The State of Private Credit in Q325
Credit Crunch's Q3 Recap
Oct 14
Private credit on the ropes?
The numbers say otherwise...
Oct 7

September 2025

Three insights from Pitchbook's H1 2025 Global Private Credit Report
Fundraising from Apollo, General Atlantic and Grays Peak
Sep 30
KKR: Why Speed, Timing, and Structure Matter More Than Ever
Fundraising from Mad Capital, WhiteHorse, LCM Partners, Five Arrows and More...
Sep 23
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