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Upcoming Webcast
Macro headlines may have shifted attention away from Private Markets, but the underlying risks remain. We revisit the Private Credit-Software cracks we flagged early and explain why, despite the noise, the structural story is just getting started.
- How did we get here?
- Is Software making or breaking Private Credit's diversification case?
- Systemic risk or a normal credit cycle?
- How are our 2024 calls on Distressed versus Buyouts playing out?
- Where are the most overlooked opportunities across Private (and Public) Markets right now?