Why Private Credit's Been Booming Even as Int...

The last few decades have been marked by a number of megatrends in finance including the extraordinary growth of asset managers, the rising importance of technology, and the ascent of private markets. BlackRock, the world's biggest asset manager, is emblematic of all these develo ...  عرض المزيد

The private credit market has grown enormously fast in recent years — so much so that by some estimates it's now bigger than the market for junk-rated corporate bonds. So what's driven all that growth? What impact has private credit had on other types of corporate debt? And why a ...  عرض المزيد

Like many markets, Corporate Credit has faced a rocky start to 2022. For investors, understanding the difference between default and duration risk will be key to positioning for the rest of the year.

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The $8 trillion mortgage-bond market plunged to levels rarely seen since the global financial crisis as Treasury yields surged. To analyze why and what’s next, we’re joined by Christopher Maloney, mortgage strategist at BOK Financial Capital Markets, and Bloomberg News reporte ...

New entrants to the rapidly-growing private credit market, scrambling to deploy capital as demand exceeds supply, risk making loans that don’t perform well, according to Alan Schrager, senior partner and portfolio manager at Oak Hill Advisors. “You sort of love private credit tou ...  عرض المزيد

As markets look to recent bank failures, how are valuations for both stocks and bonds likely to change with this risk to growth?

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Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and Chief U.S. ...