Market Analysis
Private Credit Just Raised $119 Billion in One Quarter. BDC Defaults Just Hit a Record Too.
Jeff Barnes, MBA··10 min read
Market Analysis
The Private Credit Illiquidity Premium Is Quietly Disappearing
Jeff Barnes, MBA··10 min read
Market Analysis
WMA SEALS Offshore Fund Hits $359.6 Million: What the Form D Reveals About Liquid Alts
Jeff Barnes, MBA··9 min read
Market Analysis
The Denominator Effect: Why Family Offices Are Quietly Cutting VC Allocations in 2026
Jeff Barnes, MBA··10 min read
Market Analysis
Long/Short Equity Hedge Funds: Why Market Neutral Does Not Mean Safe
Jeff Barnes, MBA··11 min read
Market Analysis
Why Europe's Shrinking Share of Private Credit Fundraising Is the Buying Signal U.S. LPs Are Missing
Jeff Barnes, MBA··11 min read
Market Analysis
Private Credit Fundraising Hits a Record First Half in 2026 Even as BDC Redemptions Surge: The Bifurcation Explained
Jeff Barnes, MBA··11 min read
Market Analysis
UBS's New Interval Fund Seeding Trick: Reorganizing an Existing Credit Partnership Into a Registered Vehicle
Jeff Barnes, MBA··11 min read
Market Analysis
Private Credit's Split Screen: Institutional Records vs. Retail BDC Redemptions
Jeff Barnes, MBA··10 min read
Market Analysis
Foreign LPs Are Now the Majority Check-Writers in Seed-Stage India Funds. Here Is the Data.
Jeff Barnes, MBA··11 min read
Market Analysis
SEC Form D Data: Private Placements Raised $2.4 Trillion in 2025
Jeff Barnes, MBA··10 min read
Market Analysis
The 2026 BDC Debt Issuance Wave: What Apollo, Kayne Anderson, and Blackstone's Deals Reveal About Private Credit Leverage
Jeff Barnes, MBA··10 min read