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Emerging Markets Private Credit is having its biggest year ever. $11.7B deployed in H1 2025, nearly matching all of 2024. Yield compression in public markets continues to drive allocators toward EM direct lending. Read more: https://x.com/SolitaireandCo
Fantastic speech delivered by Jon Gray on where to invest now outlined two pillars driving modern Private Credit as an asset class: 1️⃣ Private>Public: Direct investor–borrower relationships create stronger economics. 2️⃣ $2T industry chasing a $300T market: Massive growth runway.
Private credit is the quiet consensus. $48B from U.S. individuals in H1’25; past ’23 and tracking ’24’s $83.4B. Europe evergreen: €24B. Blackstone’s BCRED $73B, with Apollo, Blue Owl, Ares, and Cliffwater narrowing the gap.
