This quarter, we examine a market shaped by volatility and policy shifts, as investors digest three consecutive Fed rate cuts amid a softer labor market and concerns around slowing growth. Equity markets experienced increased turbulence, particularly in the AI and semiconductor sectors.
Against this backdrop, private credit continues to serve borrowers as the leverage provider of choice, with companies leaning on direct lenders for recapitalization, growth capital and flexible refinancing solutions. Meanwhile, lenders race to deploy record levels of dry powder on higher credit quality offerings.
Contact Michael Brill, Managing Director and Head of Private Capital Markets at Dinan Capital Advisors, for more report insights.