Main themes from Crescent Capital’s
thought leadership includes:
• What is private credit and more specifically direct lending?
• Ways to access direct lending for your portfolio.
• Considerations when selecting a private credit manager.
• Attractive opportunities in core and lower middle markets.
PAVING THE WAY:
Insights on Growth, Access and Discipline in a Maturing Market
The value proposition of private credit — direct lending in particular — has been well established: attractive yields, structural protections, and stable income streams have made it a core component of many investor portfolios.
Benign credit conditions are changing however — rates remain elevated, financial conditions have tightened, and macro uncertainty has risen. We believe this next phase of private credit will be defined not by broad market tailwinds, but by the discipline, selectivity, and experience of individual managers. Thoughtful underwriting, defensive structuring, and active portfolio management will likely be critical.
