Private Debt Market Review: Separating Media Noise from Structural Fundamentals
Private Debt Market Review: Separating Media Noise from Structural Fundamentals Recent weeks have seen a renewed wave of scrutiny on private debt markets, driven by a combination of idiosyncratic credit events, liquidity dynamics in semi-liquid vehicles, and broader macroeconomic uncertainty. Headlines have increasingly questioned the resilience of the asset class in a context defined by […]
The Evolution of GP-Led Secondaries: What the Latest Data Reveals
The Evolution of GP-Led Secondaries: What the Latest Data Reveals The continuation vehicle (“CV”) market gradually matures, and newly expanded datasets now provide stronger empirical support for many of the early theses surrounding CV performance. Recent public reports indicate that CVs tend to exhibit lower return volatility and competitive vintage‑year performance against buyout funds, particularly […]
