Global Market Update: Private Credit, BDC & Bank Developments
May 13, 2026
In May Global Market Update webinar, the CreditSights global strategy and banks teams examine how shifting rate expectations, persistent supply, and evolving demand are reshaping the outlook for private credit. The discussion highlights where risks may be underappreciated and how market signals are diverging from underlying fundamentals across BDCs and broader credit markets.
Watch on YouTube:
Speakers:
Winnie Cisar, Global Head of Strategy, CreditSights
Zachary Griffiths, Head of IG & Macro Strategy, CreditSights
Logan Miller, Head of European Strategy, CreditSights
Peter Simon, Head of Banks, CreditSights
Iris Shi, Senior Analyst, Banks, CreditSights
Timestamps:
00:00 Global Market Overview and Fed Policy Expectations
06:26 Duration and Yield Trends in Global Markets
12:48 Primary Market Activity and New Issuance Trends
19:08 Risk Tolerance and Spread Predictions
26:05 BDC Sector Insights and Recommendations
29:59 Navigating Market Sentiment and Fundamentals
34:11 Key Metrics for Assessing BDC Health
40:42 Understanding BDCs vs. Banks
46:00 Redemption Requests and Market Implications
50:43 Debt Maturities and Refinancing Trends
56:33 The Software Apocalypse: Risks and Opportunities
Related Resources:
BDC Initiation (1/2): Relative Value & Themes
Read MoreBDC Initiation (1/2): Relative Value & Themes
BDC Initiation (2/2): Comparing BDC Fundamentals
Read MoreBDC Initiation (2/2): Comparing BDC Fundamentals
More from our team:
Asia in Focus: 2H26 Global Credit Outlook Implications
Read More
Global Market Update: 2H26/1H27 Outlook for the US & Europe
Read More
European Special Situations Outlook: Rising Stress & Shifting Dealflow Dynamics
Read More
U.S. Autos Expert Panel: Navigating a Shifting Market
Read MoreKnow More. Risk Better.®
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