Headlines suggest a private credit crisis. The underlying flows tell a different story. Capital is not retreating. It is repricing the vehicle and moving closer to the asset.
IGC INTEL BRIEF
Stagflation Risk Returns. Private Credit Cracks. The Barbell Holds.
Small Town CRE Gains Ground as Big City Assets Slide
Energy Shock, Inflation Risk, and the Case for Defensive Capital Positioning
CRE Turns Cheap Relative to Equities for the First Time in 20 Years
Skip the Applause Lines. Here's What Actually Moves Capital.
The Labor Market Isn’t Breaking It’s Pausing. And That’s a Warning
When Geopolitics Disrupts Asia, Capital Moves to Stability
How Higher Rates Changed the Rules of Capital Allocation
