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