Friend or Foe: Public and Private Credit
Winnie Cisar - Global Head of Strategy, CreditSights
Zachary Griffiths, CFA - Head of IG & Macro Strategy, CreditSights
24 April 2025
The CreditSights Strategy team presented to the Charlotte Economics Club on the topic of Friend or Foe: The Evolving Relationship Between Public and Private Credit.
Our presentation highlights recent growth and interest in the market, fundamental trends, pricing data and other topics. We provide a brief recap of the talking points and the slides used.
The core direct lending strategy is effectively middle market lending with a private-equity owned portfolio company borrowing from a large asset manager. growing number of larger companies have tapped the private credit market, with 45 deals greater than $1 billion notional priced in 2024.
Fill out the below form to view the full article:
Please note that we can only respond to valid business email addresses and the interview is already available to clients.
Recently Published
Research
AllCovenant-ReviewAutosUS CR Quarterly Q1BasicLevFin-InsightsTelecommunicationsMay GMUFinancialsCreditSights-ResearchUtilitiesCase Studiesshow-homeshow-initiation page-homeMunicipalsSLRsTMTAsset Management ResourcesPharmaceuticalsJune GMUEnergyResearchGaming/LeisureWebinar Related ResourceIndustrialsPoliticsMediaUS Special Sits OutlookConsumerTariffsSpecial SituationsEuro Autos: Barbarians at the GatesCorporatePrivate CreditAerospace/DefenseU.S. Autos Expert PanelCovenantsBondsReal EstateEU Special Sits OutlookStrategyPost PetitionServicesESGChemicalsIranESG-HomeEmerging MarketsBanksOutlooks-HomeTransportationConstructionTechnologyInsuranceAsia in focus webinarManufacturingEMEA CR Quarterly Q1
US Bankruptcy: Del Monte, UCC and majority lenders oppose minority lender group’s request to certify confirmation for direct appeal to Third Circuit
US Bankruptcy: Del Monte, UCC and majority lenders oppose minority lender group’s request to certify confirmation for direct appeal to Third Circuit
Read More
Cable One (CABO): Dead Money, Moving to Hold
Cable One (CABO): Dead Money, Moving to Hold
Read More
EMEA Special Situations: Stressed corporates make up ~40% of LFI Special Situations universe in May, but dealflow continues to fall – LFI data
EMEA Special Situations: Stressed corporates make up ~40% of LFI Special Situations universe in May, but dealflow continues to fall – LFI data
Read More
EMEA Special Situations: Construction-linked companies could face sub-optimal A&Es as macroeconomic headwinds bite