Institutional Investor recently published “Private Credit’s Next Phase: Finding Opportunity in a Maturing Market”, examining how the asset class is shifting from rapid expansion into a more disciplined, opportunity-driven stage.
The piece features insights from Michael Massarano, Partner & Deputy CIO at Arcmont, along with Randy Schwimmer at Churchill and Laura Parrott at Nuveen. Together, we believe they underscore that private credit is not overheating — it’s evolving, with disciplined origination and proactive portfolio management at the core of future success.
