Most HNW investors unfazed by negative private credit headlines
Just three out of 10 investors aware of private credit headlines felt the negative news made them more cautious of the asset class, according to a new Goldman Sachs report

Record 9M26 lifts North America M&A even as 3Q activity cools – Dealspeak North America
3Q deal value falls 22% amid geopolitical uncertainty, rate hike; continuation vehicles gain traction as sponsor exits slow

Megadeals propel M&A toward nine-month record despite third-quarter slowdown – M&A highlights 9M26
Global M&A activity flirted with record levels in the first nine months of 2026, although a marked third-quarter slowdown and stagnant deal count exposed an uneven market – but while M&A volume surged, deal count declined slightly, suggesting that confidence in striking larger transactions remains strong, while smaller deals are taking longer to complete amid geopolitical and macroeconomic uncertainty

Silver Point taps former Golub head of structured products for new role
Alan George joins Silver Point Capital in the newly-created position of head of credit finance and leverage solutions

Carlyle enters fundraising ‘super cycle’, racking up USD 30bn in inflows for 1H
The alternative asset manager also expects to be back in market with its flagship credit opportunities fund

Strategic buyers drive financial services M&A as sponsors face AI disruption pressure
PE facing challenges on investment and exit sides; investment management maintains rising deal count, while sponsor appetite remains strong for insurance brokerages

Pace of improvement in credit quality slowing down – KBRA
KBRA’s second-quarter Private Credit Middle Market Compendium found evidence of mounting pressure building across the market, with median revenue and EBITDA compound annual growth rates declining to 12% and 24% respectively, from 13% and 27% in Q1

Dispersion is creating value in credit despite tight spreads – PIMCO
PODCAST: While index spreads remain tight, dispersion is quite elevated, which rewards those who do the credit work, says Lotfi Karoui, multi-asset credit strategist at fixed-income behemoth PIMCO, on the latest episode of Credit Exchange with Lisa Lee

Co-head of Permira Credit says to brace for more complex, late-cycle environment
PODCAST: While the market is clearly late in the credit cycle, it is not yet obviously at the turning point, Ariadna Stefanescu, co-head of Permira Credit tells Lisa Lee on on the latest episode of Credit Exchange

AI outlook one of several key macro calls for investors – BlackRock midyear forecast
‘Scarcity versus abundance’ forms the key theme for the BlackRock Investment Institute midyear global outlook, which was published on Tuesday following the institute’s two-day forum earlier in June

Dividend recaps stall as lenders pull back, sponsors eye alternatives
Dividend recap volume has fallen amid deep uncertainty even as GPs seek more DPI; lenders have retreated over market conditions and a dearth of quality transactions, while rising continuation vehicle usage has reduced the number of dividend recap candidates

Fund performance – April 2025
April returns show small improvement, but CLO funds struggle

Fund performance
CLOs feel the heat from corporate long-short and ucits funds in July; top ten credit funds in July 2024

CLO manager raises new captive equity fund
The New York-based alternative asset manager raised a new CLO equity fund with a first close of USD 136m

Illiquid assets are increasingly hot in the private markets according to Aeon survey
Illiquid assets may offer protection against macro uncertainty, according to findings from a new survey.

Fund performance: European CLO funds lead the way
February was a positive month for many funds, as only one quarter failed to reach the black. This builds off a stellar start to the year: 96% of funds reached a positive return in January

Fund performance: Credit funds end difficult 2022 on a positive note
In December 66% of credit funds reached a positive return, following an even better November where 81% of all funds pushed into the black

Brevan Howard hires CMBS specialist
Brevan Howard has added to its New York structured credit team

LP round up: 27 managers find the top corner with investor wins
Credit fund managers like to take it one fund at a time and give it 110% for their 90-minute investor fund pitches - and it's working as $3.8 billion was allocated during November and early December. The gaffer would be proud. 

San Bernardino pension commits $50 million to CLO fund as part of multi-credit strategic partnership
San Bernardino County Employees’ Retirement Association allocated $50 million to a CLO equity fund, as part of a roughly $240 million multi-credit strategic partnership with the manager

Cairn begins "new chapter" as it rebrands to Polus
Cairn Capital has been renamed Polus Capital Management, which brings it together with Bybrook Capital, the credit asset manager it acquired in 2021.  

Fund performance: Wake us up when September ends
After a resurgent August, credit markets hit a rough patch in September, with every Creditflux index posting negative returns, and only 12.9% of funds in our listings showing a positive return.

Fund performance: August provides much-needed relief for CLO funds
.August fund performance 

Vista hires from Anchorage to lead credit platform investor relations
Vista Equity Partners has appointed Michael Charlton as managing director for capital and partner solutions, responsible for investor relations on the firm's credit platform Vista Credit Partners

Structured credit cited by 42% of investors looking for fixed income replacement, Aeon finds
Institutional investors are largely looking to reallocate away from the fixed income market amid the macro-environment of rising interest rates, inflation and poor returns, according to a survey by Aeon