Archive
Browse market commentary, macro analysis, and student-led reporting.
Private CreditMarkets14 Apr 2026
Investors attempted to pull more than $20bn from the largest private credit funds in Q1 2026, only to find the exits partially closed. The episode marks the sector's first real test of cycle maturity.
Sonal Weerasekera6 min read
Read ArticleMarketsPrivate Credit16 Mar 2026
Retail investors are pulling billions, insiders say defaults are already here, and banks are quietly tightening credit. The mixed signals across private credit mask a single uncomfortable truth.
Private CreditPrivate EquityRiskWall Street
Alexander Eklund7 min read
Read ArticleMarketsPrivate Credit12 Mar 2026
Partners Group Chair Steffen Meister warns AI will create an asymmetric disaster for private credit, where lenders absorb the losses from disrupted companies while capturing none of the upside.
Rohan Talwar6 min read
Read ArticleMarketsPrivate Credit4 Mar 2026
Investors pulled $3.7 billion from the world's largest private credit fund. BCRED has posted its first ever net outflows, signalling a turning point for the entire industry.
Rohan Talwar5 min read
Read ArticleMarketsPrivate Credit24 Feb 2026
Blue Owl permanently restricts investors from withdrawing cash from its inaugural retail debt fund, backtracking on plans to reopen redemptions this quarter.
Oscar McGuinness6 min read
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