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Sixth Street: The Rise of the Factory Model

The State of Private Credit in Q1 26

Howard Marks: Mistakes cause mispricings.

Sixth Street: Investors in our industry have two choices, the “what” and the “when”.

Where Are the Signs of Stress? Hamilton Lane Weighs In

Bain & Company: Lunch and a handshake simply won’t cut it anymore

TCW: Looking Beyond Cockroaches and Canaries

Three Takes on Blue Owl's OBDC II

Q4 2025 Alt Manager Earnings: What the Biggest Firms Are Talking About

Oaktree: Dispersion Is Back

The Rise of Credit Secondaries

Blackstone: Real Estate Enters the Next Phase of the Cycle

Setting Up Private Credit in 2026: A 2025 Debrief

The Evolution of Private Credit in 2026

The State of Private Credit in 2026

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