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The definitive source of private markets intelligence.



Private Credit Surges as Banks' Funding Advantage Narrows, BIS Report
Private credit thrives as low rates, banking regulation, and improved funding costs drive explosive growth.
Mar 132 min read

Market Instability Creates Private Credit Opportunity, Apollo's CEO Says
Market volatility creates prime opportunities for private credit as companies seek reliable capital sources when public markets become less
Mar 92 min read


Private Credit Boom Raises Financial Stability Concerns
Private credit's $2.3T market boom combines illiquid assets with retail investors, creating hidden risks in an untested asset class.
Mar 12 min read


Howard Marks on Markets, Tech Selloff and Private Credit
In Brief: Former Bloomberg TV anchor John Dawson interviewed Oaktree Capital Co-Chairman Howard Marks at the Global Alts Miami 2025...
Feb 152 min read


CREFC's 4Q 2024 Sentiment Index Shows Broad Optimism as Market Stabilizes
CREFC's 4Q24 Sentiment Index hits record high, showing broad optimism in CRE finance despite higher interest rate expectations.
Jan 282 min read


PE's Perfect Storm: Rate Cuts, Trump Win Set Stage for 2025 | Debevoise Outlook
Trump victory reshapes PE landscape as investors return to market amid rate cuts and regulatory rollbacks, but new challenges emerge.
Jan 232 min read


PE Industry Rebounds in 2024, But Challenges Persist Amid Economic Shifts
PE industry shows resilient recovery in 2024 despite challenges, as deals surge and exits rebound, but fundraising headwinds persist.
Jan 202 min read


Blue Owl 2025 Outlook | Private Credit Set for Watershed Year as Market Evolution Accelerates
Private credit markets enter transformation phase as scale becomes critical differentiator and borrowers seek flexible financing alternative
Jan 162 min read


Cliffwater 2025 Private Debt Outlook | Key Takeaways
Private debt targets 9.3% return in 2025, maintaining stability and downside protection despite yield compression from rate cuts.
Jan 72 min read


Apollo Outlook | Private Markets Brace for "Higher for Longer" Rate Environment in 2025
Apollo Global Management's 2025 outlook reveals private markets are adapting to a new reality where interest rates will remain elevated.
Jan 22 min read


Dechert | Private Equity's 2025 Outlook: Recovery Takes Shape Despite Global Headwinds
Global private equity activity is showing clear signs of recovery heading into 2025, with deal values up 47% in the first three
Dec 28, 20241 min read


KKR 2025 Economic Outlook | Divergent Recovery Has More Room to Run
KKR's Henry McVey delivers a nuanced "Glass Half Full" outlook for 2025, predicting continued but uneven global growth amid unpr
Dec 28, 20242 min read


Franklin Templeton Outlook | Big Shifts Create New Investment Opportunities
Franklin Templeton's 2025 outlook reveals a major reset in private market valuations, with secondaries, real estate, and private credit emer
Dec 28, 20241 min read


Russell Outlook | Trump's Return Reshapes Investment Landscape
The return of Donald Trump to the White House in 2025 is poised to dramatically reshape global markets.
Dec 27, 20242 min read


Mercer Outlook | Markets Enter New "Swing State" Era
Mercer's 2025 investment outlook identifies major market pivots underway, including a massive shift in market concentration.
Dec 26, 20241 min read
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