Private Debt News: Weekly News and Insights

Private Debt News Weekly Issue #74: Shadow Defaults, Equity Conversions, and the PIK Time Bomb

Lincoln International flags 6% "shadow default rate" from bad PIK while lenders swap debt for equity across Europe as Ares sees opportunity in market…

Nov 1 • 

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October 2025

Private Debt News Weekly Issue #73: Keys Changing Hands, Returns Falling, and the Saudi Scramble

Creditors seize control of failing companies as Sixth Street warns investors to brace for disappointment while Blackstone hits $508 billion AUM

Oct 26 • 

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Private Debt News Weekly Issue #72: Cockroach Wars, Mark-to-Myth, and the IMF Loses Sleep

Dimon and Lipschultz trade public barbs as academics shred returns, prosecutors file fraud charges, and the IMF chief admits sleepless nights

Oct 18 • 

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Private Debt News Weekly Issue #71: BDC Collapse, Dispersion Warnings, and the Coming Shakeout

Dividend cuts hit flagship funds while Goldman predicts "very significant" performance divergence for the first time since the financial crisis

Oct 13 • 

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Private Debt News Weekly Issue #70: Fundraising Freeze, Vintage Warnings, and Uncomfortable Truths

Record 23-month raises expose capital exhaustion while industry veterans openly question default statistics

Oct 4 • 

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September 2025

Private Debt News Weekly Issue #69: Default Denial, Investment-Grade Dreams, and the Bank Comeback

Stable default rates mask payment deferrals while private credit chases blue-chip deals and banks reclaim $20 billion in M&A financing

Sep 27 • 

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Private Debt News Weekly Issue #68: Stress Signals Flash Red, Regulators Circle, and Banks Fight Back

Warning lights blink across the $1.7 trillion market as defaults rise and PIK usage hits dangerous levels

Sep 21 • 

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Private Debt News Weekly Issue #67: The Great Pivot, NAV Creep, and Distressed Dawn

Banks lose deals to private credit while leverage spreads into every corner of private markets

Sep 13 • 

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Private Debt News Weekly Issue #66: Secondaries Surge, Geographic Expansion, and Distribution Wars

Credit firms expand globally while liquidity pressure drives record secondary volumes

Sep 7 • 

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Private Debt News Weekly Issue #65: Secondaries Surge, Regulatory Ghosts, and Boozy Collateral

Continuation funds hit record volumes while UK regulators warn of 2008 parallels

Sep 2 • 

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August 2025

Private Debt News Weekly Issue #64: AI Bubble Warnings, Fox Hedge Wizardry, and India's Credit Rush

Credit pours into AI infrastructure while executives warn of dot-com parallels and profit failures

Aug 24 • 

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Private Debt News Weekly Issue #63: Stress Signals, Student Loans, and Soccer Finance

PIK usage hits four-year highs while lenders chase football transfers and federal funding gaps

Aug 18 • 

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