New private credit offers wider senior-secured spreads.
BDC redemptions and outflows are reducing demand for new private credit, widening spreads 25-50 basis points; new senior-secured loans at 9% unlevered returns are attractive on both levered and unlevered bases for those with dry powder.
Glenn August has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: BIZD, AI INFRASTRUCTURE LENDING, DATA CENTER DEBT.
Ranked Speaker
tracked since Sep 2026
Glenn August@glenn-august
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