Managing through cycles in the direct lending...

As private markets mature and competition intensifies, investors are searching for ways to better measure risk, performance and true manager outperformance. Peer‑group comparisons and fund‑level IRRs may tell part of the story, but they are insufficient for knowing whether a GP i ...  Afficher plus

How is market sentiment shaping secondaries fundraising and deal activity? In this episode of PEI’s Data Dive podcast, PEI’s senior content producer, Evie Rusman, is joined by Secondaries Investor editor Madeleine Farman and PEI head of special projects for private equity Louise ...  Afficher plus

Our Chief Fixed Income Strategist Vishy Tirupattur and Leveraged Finance Strategist Joyce Jiang discuss how the dynamic between private and public credit markets will evolve in 2025, and how each can find their own niches for success.

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Send us Fan MailIn this episode of The Wall Street Skinny, we dive deeper into the world of private credit with our exceptional guest, Alona Gornick. Alona, a senior investment strategist and managing director at Churchill Asset Management, shares her invaluable insights on the e ...  Afficher plus

We explore what private credit, or direct lending, is and how to invest in it. We also show how it is similar and different from investing in leverage loans and CLOs.

Topics covered include:

Private Credit is a favored asset class among ultra high net worth investors. Due to its much higher return and reduced risk profile, we believe it should replace a large percentage of bond allocations in investor portfolios. This episode covers a few of the basics to set the fou ...  Afficher plus