Private credit is facing renewed scrutiny after years of rapid growth. We look beyond recent market noise to explore whether the pressure reflects sentiment-driven dislocation, liquidity dynamics, or a deeper shift in underlying credit fundamentals.
For institutional investors, this environment reinforces the need for a more selective and analytical approach. Manager quality, underwriting discipline, vehicle structure, and portfolio transparency are becoming increasingly important as the asset class moves into a more mature phase.
Download the private credit insight to explore the key risks, opportunities, and due diligence considerations shaping the asset class in 2026.Â
