Private Debt News: Weekly News and Insights

Private Debt News: Weekly News and Insights

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Private Credit News Weekly Issue #93: The Liquidity Fiction Comes Due

Semi-liquid structures face their first real test, Cliffwater emerges as the industry's most precarious position, and Apollo waits with a bid
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Private Credit News Weekly Issue #92: BCRED Posts First Loss in Three Years, Banks Rethink Leverage Terms
Direct lenders split into believers and realists as redemptions breach caps, European stress surfaces, and asset-backed finance emerges as the exit…
Private Credit News Weekly Issue #91: The Redemption Wave Goes Systemic as Blue Owl Burns and Contagion Spreads
Cliffwater, Morgan Stanley, and BlackRock hit structural limits simultaneously while Jefferies faces lawsuits and Apollo bets transparency can save the…
Private Credit News Weekly Issue #90: Blue Owl Finances Software While BlackRock Gates, PIMCO Predicts Full Default Cycle
Direct lenders split into believers and realists as redemptions breach caps, European stress surfaces, and asset-backed finance emerges as the exit…
Private Credit News Weekly Issue #89: Blue Owl Sells $1.4 Billion to Own Insurance Unit, Weinstein Swoops at 35% Discount
When redemptions hit, one lender sold loans to itself while an activist offers to buy shares at steep markdown to book value
Private Credit News Weekly Issue #88: Software Exposure Hidden in Plain Sight, Bad PIK Hits 6.4%, and Apollo Trades $10 Billion
Bloomberg finds $9 billion in software loans misclassified across major BDCs as deferred interest climbs and trading infrastructure expands
Private Credit News Weekly Issue #87: Software Gets Crushed, Managers Split on Defense, and Thoma Bravo Blocks Creditor Unity
$46.9 billion in tech debt trades distressed as lenders divide between retreat and doubling down
Private Credit News Weekly Issue #86: Redemptions Settle, Defaults Rise to 5.6%, and BDCs Raise $5.3 Billion
The exit rush calms as Blue Owl honors 15% withdrawals, but default rates climb and PIMCO warns buyers are "blind" to risks
Private Debt News: Weekly News and Insights
Private Debt News: Weekly News and Insights
Weekly News and Insights into the World of Private Credit
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