Managing through cycles in the direct lending...

This episode is sponsored by Davis Polk and DC Advisory Senior dealmakers at established firms increasingly seem to be choosing to strike out on their own, much like those firms’ original founders once did during the surge in mid-market firms during the late 1990s and early 2000s ...  Show more

Over the past year, LP appetite for private equity has shifted noticeably. Private Equity International’s latest LP Perspectives Study revealed that 38 percent of respondents plan to invest more in private equity in 2026, which is down from 45 percent in 2025. Meanwhile, 12 perce ...  Show more

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 ...  Show more

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 ...  Show more