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Blackstone: Real Estate Enters the Next Phase of the Cycle
Fundraising includes Churchill's $16 billion Senior Loan Strategy
10 hrs ago
Setting Up Private Credit in 2026: A 2025 Debrief
+ Nick's Fund of the Year
Jan 20
The Evolution of Private Credit in 2026
Perpetual capital, semi-liquid vehicles, and the race for retail
Jan 13
The State of Private Credit in 2026
Credit Crunch's Q4 2025 Summary
Jan 6

December 2025

Promote Giving: Why $35 Billion in AUM is Moving to Philanthropy
👋 Hey, Nick here.
Dec 30, 2025 • The Credit Crunch
Let's Wrap-up 2025
👋 Hey, Nick here.
Dec 23, 2025
Apollo: Nobody knows what "Private Credit" means.
In an effort to clear things up, Apollo has shared a 125-page deck defining “private credit.”
Dec 16, 2025
Hamilton Lane: Private Markets are Dull
Fundraising from Allianz, SL Green, Nuveen and AXA
Dec 9, 2025
Inside Q3’s Tight Spreads and the Flight to Europe
Fundraising from Investec, Castelake and Monroe
Dec 2, 2025

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, 2025
Inside Q3 2025: What the Biggest Alternative Managers Are Talking About
Key Takeaways from 400 Pages of Earnings Transcripts
Nov 18, 2025
Howard Marks on Cockroaches in the Coal Mine
Fundraising from Greystar, D.E. Shaw and Point72
Nov 11, 2025
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