When is the last time you saw an asset manager telling you it wasn’t the best timing to invest ? 🤔😉

Totally agree separating noise from ground truth matters. The structural demand for private credit still feels intact

private credit continues to show real resilience and structural strength despite the noise. Great insights from Jon Gray as always!

Jon needs to call Succession. BX needs talent to execute!

Absolutely agree. There’s a big difference between the headlines and the structures that are actually generating steady income. We’re seeing strong results from secured income notes that are fully ring-fenced, independently audited and built with proper oversight. These are the types of allocations investors rely on when markets get shaky. If anyone wants to understand how they work in practice, I’m always happy to share more privately.

Private lending is experiencing structural growth, with its stability and flexibility becoming even more advantageous in the current interest rate environment. Jon Gray's view reiterates the resilience of this asset class amidst cyclical fluctuations. From an investment perspective, private lending is becoming one of the most attractive allocation options outside of traditional financing channels, and future capital inflows are likely to continue to increase.

Excellent

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Making the case for disintermediation in credit - very compelling

Well put Jon Gray