All Private Debt articles – Page 2
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VideoPrivate Credit Roundtable (1/3): What the return of banks means for investors
As banks begin to re-enter the market, what does it signal for private credit? In part 1 of the private credit roundtable series, our panel explores where this is happening and the potential implications for investors.
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White papersCLOs: Opportunity Amid Growing Dispersion
Dispersion and volatility have reshaped relative value across the CLO market. Structural protections and floating‑rate exposure remain supportive, but outcomes increasingly depend on credit underwriting, manager discipline and an ability to navigate a more selective opportunity set.
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Asset Manager NewsMohari Hospitality and Generali Real Estate complete refinancing of The Four Seasons Madrid at Centro Canalejas
With total financing proceeds of 330 million euro, it is one of the largest single-asset financing deals completed in Spain.
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White papersInvestment Grade Private Credit: A Growing Force in Diversified Portfolios
Investment Grade Private Credit is becoming a strategically important and permanent part of asset allocations among both liability-driven and total return investors.
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White papersCommercial Real Estate: It’s More Diverse Than You Think
The opportunity set in this wide-ranging market extends well beyond office properties.
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White papersUnderstanding the history of private credit
The private credit story may be more nuanced than the headlines suggest, and the history behind it matters more than most investors realize. In this installment of The Lead Left, Churchill Asset Management’s Randy Schwimmer traces the real origins of private credit, from seasoned bank credit professionals building disciplined lending platforms after the GFC to the structural forces that shaped the market we know today. For financial professionals looking to guide client conversations with conviction, understanding this history is not optional context. It is the foundation. Read the full piece to see why the distinction between core middle market managers and their large market peers may be one of the most important portfolio positioning questions in private credit right now.
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White papersAnalyzing the wall of maturities: The plural of anecdotes is not data
The so-called “wall of maturities” is a perennial source of investor anxiety: will refinancing risk create a wave of defaults? Given nearly $900bn of loans maturing in 2026 and more than $2tn coming due over the next three years, that concern is understandable. However, the experience of recent maturities suggests outcomes have been far less dire than feared and offers a useful roadmap for what lies ahead.
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White papersBack to those other bricks
With Middle East peace in sight, the S&P 500 should resume its path to 7,500.
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Asset Manager NewsNTR Completes €57 Million Debt Refinancing with NordLB and AIB
Strategic follow-on financing expands the Taranis portfolio with the addition of Provencialis wind farm
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WebinarC-PACE in focus: Market dynamics & investment trends
The rate environment is shifting, private credit headlines are swirling, and opportunistic investors are quietly repositioning — so where does that leave real estate lending? Nuveen Green Capital’s CEO and CIO sits down for a candid conversation about what the data is actually signaling and how C-PACE financing is emerging as a surprisingly versatile tool in today’s market. watch the replay of this webinar and see how it all comes together through a live transaction walkthrough.
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White papersNavigating CLO opportunities in a volatile loan market
Market volatility can be unsettling, but for the right investors, it can also signal opportunity. Nuveen’s Himani Trivedi breaks down how AI-driven sector disruption and Middle East geopolitical tensions are reshaping the leveraged loan landscape — and what that means for CLO BB debt and CLO equity today. If you’re looking to better understand where targeted spread widening may be creating attractive entry points, this is a conversation you don’t want to miss. Read the full paper to explore the analysis and see how Nuveen is thinking about positioning in this environment.
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White papersPrivate credit under pressure, but opportunities still exist
The private credit industry, now totaling $2.2 trillion in assets and growing, is coming under increasing pressure as the conditions that supported its rapid growth have fundamentally changed. Driven by strong investor demand for yield and the pullback of traditional bank lending following post-GFC regulatory reforms, private credit funds stepped in to fill the gap, benefiting from greater underwriting flexibility and a willingness to finance borrowers that traditional lenders were less inclined to support.
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PodcastGlobal Direct Lending: Navigating Volatility, Seizing Opportunity
Bryan High joins the Streaming Income podcast to help put recent private credit headlines and market volatility into perspective
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White papersMacro Outlook Q2: Five themes for 2026
From private markets and municipal bonds to the next wave of AI opportunities, 2026 is shaping up to be a year where thoughtful positioning matters more than ever. Nuveen’s five themes for the year ahead cut through the headlines to spotlight where we see compelling value - and where conventional wisdom may be leading investors astray. Read the full piece to see where we think the opportunities are and how to position for what’s ahead.
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White papersPrivate Markets View: 2026 Outlook
We believe the opportunity set for Private Market strategies remains deep.
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White papersBroadening perspectives: Top 10 with… Interview with Ulrich Keller on UGA Solutions
As investors seek broader diversification across alternative asset classes, Unified Global Alternatives (UGA) – Solutions is evolving to meet these demands with flexibility and scale.
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White papersHow North American insurers are positioning for 2026: From building to optimizing
One forecast is a data point. Two hundred and thirty-eight of them start to tell a story. Nuveen’s fourth annual EQuilibrium insurance survey reveals how North American insurers are navigating 2026: maturing their private credit allocations, quietly shifting geographic exposure and leaning into the infrastructure opportunities created by AI and the energy transition. Explore the full survey to see how your peers are positioning and what it might mean for your own outlook.
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White papersPrivate Credit Dispersion: Rising Stress, not Systemic Disruption
Rising stress in private credit highlights the importance of differentiation.
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White papersCommercial real estate: Early-cycle advantage as investors reevaluate private credit
Commercial real estate (CRE) is drawing renewed attention as investors reassess allocations amid rising concerns about the durability of private credit returns. Slowing earnings growth, elevated leverage, and tighter refinancing conditions have raised questions about the performance trajectory of some private credit strategies…
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White papers10 themes for private assets in 2026
A resilient but uneven backdrop favours private markets. As liquidity solutions and transparency improve and deal flow recovers, privates will increasingly compete with listed markets – but outcomes will hinge on sector selection, execution and capital‑structure design.
