Public markets offer potentially healthy opportunities for excess returns (alpha) given structural inefficiencies and macroeconomic volatility driven by divergent global growth and inflation paths.
The private credit reporting industry has failed us. For many Americans, the words “bad credit” are like the sound of a closing door. That’s because there’s a deeply harmful, but seldom-spoken, truth ...
A private credit blowout could spill into public equities, but its effects would be limited. Damage is mostly contained in the private sector, with no strong signs of forced deleveraging.
Warren Buffett said that he and the late Charlie Munger, “prefer a lumpy 15 percent to a smooth 12 percent return.” But not every investor is, or can be, a Buffett. On the contrary, many retail — and ...
As a presidential candidate, Joe Biden proposed to create a new agency within the Consumer Financial Protection Bureau to provide credit scores, rather than relying only on the three private agencies ...
WASHINGTON — Former Vice President Joe Biden’s endorsement of a public agency to compete with the three credit bureaus could set up a battle over the government's role in credit decisions. The ...
Thank you, Chairwoman Waters, Ranking Member McHenry, and Members of the Committee for the opportunity to testify today. My name is Amy Traub and I am Associate Director of Policy and Research at ...
The private credit market is estimated to have reached $3 trillion in assets over the past decade on the promise of delivering higher returns than public credit. But as billion-dollar corporate ...
NEW YORK, October 08, 2025--(BUSINESS WIRE)--KBRA releases research examining how private credit’s exposure to First Brands Group LLC is minimal. Our analysis also indicates that none of the company’s ...
State Street (NYSE:STT) rolled out an exchange-traded fund investing in investment-grade private credit, including asset-based finance and corporate lending, along with investment-grade public credit, ...