When Alternative Lending Stops Looking Like Fixed Income
The search for yield in a low-rate environment has pushed institutional investors toward assets that traditionally fell outside the fixed income mainstream. Alternative lending—private credit…
Category: Private Credit
Private credit opportunities, alternative lending strategies, and direct lending platforms. Higher yields for sophisticated investors.
Where Private Credit Losses Hide and How to Spot Them
Non-traditional credit encompasses lending activity that occurs outside conventional banking channels. This includes direct loans from institutional investors to borrowers, specialty finance arrangements, and structured…
The Alternative Lending Yield Trap Hiding in Plain Sight
The case for alternative lending has shifted from optional to structural. For decades, fixed income portfolios relied on government bonds and investment-grade corporates to deliver…
What Institutional DeFi Lending Returns Look Like After Yield Compression Ends
The migration of institutional capital toward decentralized lending protocols represents more than a speculative pivot. It reflects a calculated reassessment of infrastructure advantages that traditional…
The $1.4 Trillion Threshold Where Private Credit Stops Being Safe
The scale of private credit has reached a point where ignoring it no longer makes sense. Assets under management have eclipsed $1.4 trillion globally, and…
The $1.5 Trillion Market Where Banks Refused to Lend
The private credit market has reached a scale that no longer qualifies as a niche alternative. What began as a refuge for displaced bank capital…
Where Traditional Banks Retreated, Private Credit Built a $1.5 Trillion Alternative
The global lending landscape has undergone a fundamental transformation over the past two decades. Traditional banks, once the dominant source of business credit, have retreated…
The Income Gap Driving Investors From Bonds to Direct Lending
The traditional fixed income landscape has become increasingly inhospitable for investors seeking meaningful yield. Investment-grade bonds offer yields that often fail to outpace inflation, while…
The $1.5 Trillion Credit Shift Banks Unintentionally Created
Private credit has evolved from a peripheral alternative allocation to a cornerstone of institutional fixed income portfolios. Assets under management crossed the $1.5 trillion threshold…
The Quiet $1.4 Trillion Shift That Ended Traditional Banking as Institutions Knew It
The transformation of private credit from peripheral strategy to institutional necessity represents one of the most significant shifts in capital allocation over the past fifteen…