The Credit Crunch

Oaktree: Dispersion Is Back

Averages shouldn’t be relied upon.

11 hrs ago

3

The Rise of Credit Secondaries

+ Redefining opportunistic credit with Golub

Feb 3

12

2

January 2026

Blackstone: Real Estate Enters the Next Phase of the Cycle

Fundraising includes Churchill's $16 billion Senior Loan Strategy

Jan 27

13

2

Setting Up Private Credit in 2026: A 2025 Debrief

+ Nick's Fund of the Year

Jan 20

6

1

2

The Evolution of Private Credit in 2026

Perpetual capital, semi-liquid vehicles, and the race for retail

Jan 13

11

1

The State of Private Credit in 2026

Credit Crunch's Q4 2025 Summary

Jan 6

12

2

December 2025

Promote Giving: Why $35 Billion in AUM is Moving to Philanthropy

👋 Hey, Nick here.

Dec 30, 2025 • The Credit Crunch

8

5

Let's Wrap-up 2025

👋 Hey, Nick here.

Dec 23, 2025

8

2

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

16

3

4

Hamilton Lane: Private Markets are Dull

Fundraising from Allianz, SL Green, Nuveen and AXA

Dec 9, 2025

6

1

Inside Q3’s Tight Spreads and the Flight to Europe

Fundraising from Investec, Castelake and Monroe

Dec 2, 2025

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, 2025

7

1