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Latest news:

  • BofA predicts slow growth of European hybrid and private credit CLO market
  • Fasanara prints inaugural CLO as market anticipates new manager rush
  • Peranel offers enticing pricing and strong brands, but regulatory scrutiny weighs on buysider appetite – Loan Preview
  • Debt funds explore AI’s potential as direct lending recruitment slows – Private Credit Comment
  • Latest Onex BSL CLO reset guides AAAs at narrowest level in six months
  • Goldman Sachs in discussions to buy Palmer Square
  • Australian regulator halts three private credit products over concern for retail investors
  • Brightwood prices first new CLO in almost 18 months
  • One in four private credit borrowers facing stress or seeking support – Morningstar DBRS
  • AI can take CLO technology out of the “stone age” – Crystal Fund
  • QIA and JPMAM to establish USD 20bn partnership with private debt allocation
  • Carlyle and Cross Ocean price second Euro CLOs for the year
  • PGIM Credit’s co-CIO says we are in the early stages of credit crowding
  • Private and public credits should “price to reality” – Loomis Sayles
  • Palmer Square markets second European static CLO for 2026 with AAAs at 90bps
  • Texas, Wisconsin systems make real estate, distressed debt commitments
  • Elmwood prices market's tightest US BSL CLO in three months
  • US BSL CLO rankings – August 2026
  • European CLO rankings – August 2026
  • US private credit CLO rankings – August 2026
  • Overview
  • Newsletter

September 2026  See other issues

Top Story

Bond realities and credit crowding

Global sovereign bond yields are going haywire. US Treasury Secretary Scott Bessent is furiously trying to bring down borrowing costs, and, as we go to press, the Treasury Department said it would increase its extraordinary bond buying up to USD...

Funds

  • Private credit funds find their own version of a CLO reset
  • Ares-inspired Promote Giving gains new backers
  • Carlyle drives COTALand toward its grand opening
  • Credit funds at a glance – September 2026
  • Credit hedge funds – September 2026

CLOs

  • Bond realities and credit crowding
  • SMBC challenges CLO giants for coveted top-five status
  • Hybrid CLO strategy emerges in Europe as investors seek yield and liquidity
  • News in brief
  • CLO secondary dynamics – September 2026
  • CLOs at a glance – September 2026

Comment

  • In times of uncertainty and flux, clarity and surefootedness from policymakers are essential

Analysis

  • Credit markets brush off government bond fears
  • New structured credit products challenge regulatory norms
  • CLO ETFs achieve milestone moment
  • Phantom Premium – Part 2: Quantifying the visibility premium in AAA CLOs

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