Archive

  • Comment: Are private credit fund redemptions 'transferring money from the impatient to the patient'?

    08 April 2026

    How some insurers might be getting into private markets 'on the cheap'

  • Athora: The benefit of patient capital, in private credit

    06 April 2026

    For every €1 the re/insurer has deployed in private credit since 2018, losses have affected €0.007, as David Walker discovers

  • Chart of the Week: Hedgebay Securities' Andrew Kurian on private-credit stress, funds trading at discounts to NAV, and Spinal Tap's amplifier...

    27 March 2026

    Investors' mindsets are transitioning from a 'pull-to-maturity' mindset, to something more like 'mark-to-market'

  • Stress levels of private credit fund sellers not yet half those of late 2008, says Hedgebay

    20 March 2026

    Stakes changing hands at discounts reaching 50% of NAV