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TCW: Looking Beyond Cockroaches and Canaries
A Clearer View of Private Credit
Mar 3
10
3
Latest
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Discussions
Three Takes on Blue Owl's OBDC II
Fundraisings from Fortress, Ares, Tikehau, CAPZA and more...
Feb 24
11
2
Q4 2025 Alt Manager Earnings: What the Biggest Firms Are Talking About
Key Takeaways from 400 Pages of Earnings Transcripts
Feb 17
11
2
1
Oaktree: Dispersion Is Back
Averages shouldn’t be relied upon.
Feb 10
4
3
The Rise of Credit Secondaries
+ Redefining opportunistic credit with Golub
Feb 3
15
2
Blackstone: Real Estate Enters the Next Phase of the Cycle
Fundraising includes Churchill's $16 billion Senior Loan Strategy
Jan 27
14
2
Setting Up Private Credit in 2026: A 2025 Debrief
+ Nick's Fund of the Year
Jan 20
6
2
The Evolution of Private Credit in 2026
Perpetual capital, semi-liquid vehicles, and the race for retail
Jan 13
11
1
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