What is actually happening in private credit markets today? Amid frenetic discourse, it’s important to distinguish fact from fiction. Jeff Griffiths and our private credit team delve into the latest market dynamics in direct lending, retail funds, and the broader outlook for a much hyped and perhaps misunderstood market.
 
The conclusion: despite expecting more retail investor outflows and scrutiny around certain sector concentrations, the broader market benefits from stable structural foundations, healthy underlying portfolio dynamics and constructive institutional investor demand. 

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