What could go wrong in the 'golden age' of private credit?
Cloud 9fin
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Navigating the Shifts in Private Credit and Leverage Lending
This chapter explores the evolving dynamics of leverage lending and private equity in the post-global financial crisis landscape, focusing on the rise of collateralized loan obligations (CLOs) and their impact on lending practices. The conversation addresses concerns surrounding liquidity, credit standards, and the pressure on private equity firms, while also highlighting the complexities and potential risks in the private credit market. Strategies for identifying opportunities amidst uncertainties are discussed, emphasizing a balanced investment approach in both distressed and new lending markets.
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