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Global Market Update: Private Credit, BDC & Bank Developments

May 13, 2026

In May Global Market Update webinar, the ÂÒÂ×¶ÌÊÓÆµ 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, ÂÒÂ×¶ÌÊÓÆµ
Zachary Griffiths, Head of IG & Macro Strategy, ÂÒÂ×¶ÌÊÓÆµ
Logan Miller, Head of European Strategy, ÂÒÂ×¶ÌÊÓÆµ
Peter Simon, Head of Banks, ÂÒÂ×¶ÌÊÓÆµ
Iris Shi, Senior Analyst, Banks, ÂÒÂ×¶ÌÊÓÆµ

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

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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

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