The current private credit environment is often described as a “Goldilocks” scenario, supported by high base rates, strong credit fundamentals, and a PE-backed borrower base that increasingly favors private credit over traditional bank financing. Special situations strategies also remain particularly well positioned in a “higher for longer” rate environment. However, the fast-changing US political landscape under the new administration introduces a fresh set of economic, political, and social variables, creating both challenges and significant opportunities for private credit investors.
Read the complete article, Preparing for the next chapter in private credit.
Explore how CLO equity can deliver stable returns in a declining rate environment through active credit selection and expert management.
CLO equity stress tests show strong returns even in stress, aided by widening spreads, low financing costs, and refinancing benefits.
CLO equity offers institutional investors the potential for competitive income, diversification, and growth, enhancing portfolios beyond traditional fixed income and private equity.
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