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Let's Wrap-up 2025
👋 Hey, Nick here.
Dec 23
7
1
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
12
3
4
Hamilton Lane: Private Markets are Dull
Fundraising from Allianz, SL Green, Nuveen and AXA
Dec 9
6
1
Inside Q3’s Tight Spreads and the Flight to Europe
Fundraising from Investec, Castelake and Monroe
Dec 2
7
1
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
7
1
Inside Q3 2025: What the Biggest Alternative Managers Are Talking About
Key Takeaways from 400 Pages of Earnings Transcripts
Nov 18
9
3
Howard Marks on Cockroaches in the Coal Mine
Fundraising from Greystar, D.E. Shaw and Point72
Nov 11
10
1
Why Fund Structure Drives Direct Lending Returns
Fundraising from Bridge Investment, Viola, Ares and Breakwall
Nov 4
8
October 2025
KKR Believes Capital Light Companies are Outperforming
Fundraising from Oaktree, KKR, AEA and Enko Capital
Oct 28
8
1
Inside Brookfield's Next Phase
The Five-Year Path to Double its Earnings
Oct 21
9
1
The State of Private Credit in Q325
Credit Crunch's Q3 Recap
Oct 14
9
3
Private credit on the ropes?
The numbers say otherwise...
Oct 7
6
1
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