Private credit Preparing for the next chapter in private credit

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.

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