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The Basis Point
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Direct lending, funds, structure.
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Rates & Macro
Credit
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Private Credit
Trade Ideas
7 Jul 2026
The Gilded Age of Private Credit
Private credit has created its own Gilded Age: an industry admired for its stability and returns, but where the appearance of simplicity may conceal a more complex web of leverage.
Private Credit
9 Jun 2026
The Price of Opacity in Private Credit
Private credit's booming but are investors paid for opacity risk, not just credit risk?
Private Credit