Private Credit

Private Credit: Risks and Benefits of a Maturity Wall

Private Credit: Risks and Benefits of a Maturity Wall

Model shows how finite-life funds’ ‘maturity wall’ disciplines borrowers and expands credit, shifting risk from banks while raising liquidation risk. Net effect: higher expected output but sharper tail losses, with implications for co-financing, bank portfolios, and policy trade-offs.

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Luc • Private Credit

Private Credit: From Corned Beef to Tenderloin — Rethinking the Industry Beyond the Headlines

Private Credit: From Corned Beef to Tenderloin — Rethinking the Industry Beyond the Headlines

Private credit has become an easy target for sweeping generalisations. Just days after Jared Kushner brokered the USD 55 billion take‑private of Electronic Arts (Reuters), headlines were quick to draw sweeping parallels. The Financial Times framed the First Brands collapse as an 'Enron moment,' while The Economist

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Luc • Private Credit

Understanding the Potential of Alternative Investments

Understanding the Potential of Alternative Investments

The Alts Institute’s 2025 report explores how real estate, infrastructure, private equity, and private credit are transforming portfolios, with individual investor allocations to alternatives expected to triple by 2025.

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Private Credit: Further Confirmation of Its Staying Power

Private Credit: Further Confirmation of Its Staying Power

BlackRock’s Private Credit: Staying Power (2025) highlights how banks and asset managers are converging in a USD 2.5 trillion market projected to reach USD 4.5 trillion by 2030, with direct-lending yields near 11.5% and enduring investor demand.

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The Next Era of Private Credit

The Next Era of Private Credit

McKinsey’s The Next Era of Private Credit outlines how USD 2.1 trillion in private credit is reshaping global finance as banks retreat and alternative lenders expand. The report forecasts the market doubling by 2030, driven by institutional demand and digital innovation.

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