ÌÇÐÄÊÓÆµ

Global Market Update: Private Credit, BDC & Bank Developments

May 13, 2026

In May Global Market Update webinar, the ÌÇÐÄÊÓÆµ global strategy and banks teams examine how shifting rate expectations, persistent supply, and evolving demand are reshaping the outlook for private credit. The discussion highlights where risks may be underappreciated and how market signals are diverging from underlying fundamentals across BDCs and broader credit markets.

Watch on YouTube:

Speakers:

Winnie Cisar, Global Head of Strategy, ÌÇÐÄÊÓÆµ
Zachary Griffiths, Head of IG & Macro Strategy, ÌÇÐÄÊÓÆµ
Logan Miller, Head of European Strategy, ÌÇÐÄÊÓÆµ
Peter Simon, Head of Banks, ÌÇÐÄÊÓÆµ
Iris Shi, Senior Analyst, Banks, ÌÇÐÄÊÓÆµ

Timestamps:

Global Market Overview and Fed Policy Expectations
Duration and Yield Trends in Global Markets
Primary Market Activity and New Issuance Trends
Risk Tolerance and Spread Predictions
BDC Sector Insights and Recommendations
Navigating Market Sentiment and Fundamentals
Key Metrics for Assessing BDC Health
Understanding BDCs vs. Banks
Redemption Requests and Market Implications
Debt Maturities and Refinancing Trends
The Software Apocalypse: Risks and Opportunities

Related Resources:

BDC Fundamentals Comparison
BDC Initiation (1/2): Relative Value & Themes

BDC Initiation (1/2): Relative Value & Themes

May 13, 20261 min Read More
BDC Relative Value and Themes
BDC Initiation (2/2): Comparing BDC Fundamentals

BDC Initiation (2/2): Comparing BDC Fundamentals

May 13, 20261 min Read More

More from our team:

2Q26 Quarterly US Covenant Trends: Leveraged Loans and High Yield Bonds

2Q26 Quarterly US Covenant Trends: Leveraged Loans and High Yield Bonds

July 30, 2026 Read More
2Q26 Quarterly Covenant Trends: European Leveraged Loans & High Yield Bonds

2Q26 Quarterly Covenant Trends: European Leveraged Loans & High Yield Bonds

July 23, 2026 Read More
Emerging Markets: 2H26/2027 Strategy Outlook

Emerging Markets: 2H26/2027 Strategy Outlook

July 10, 2026 Read More
Asia in Focus: 2H26 Global Credit Outlook Implications
Asia in Focus: 2H26 Global Credit Outlook Implications

Asia in Focus: 2H26 Global Credit Outlook Implications

July 3, 2026 Read More

Know More. Risk Better.

Sign up to receive our latest credit insights direct to your inbox.