Private markets investment management firm Hamilton Lane (NASDAQ:HLNE) said it does not believe there is a private credit bubble in its most recent 2026 market overview.
“With the increased capital available, with the increase in market share, with the ongoing press about the pressures on private credit, the casual observer would think that yields and spreads of private credit over broadly syndicated loans were collapsing. That would be a completely incorrect assumption,” Hamilton Lane wrote.
• Hamilton Lane stock is showing upward movement. Why is HLNE stock trading higher?
“Sponsors want private credit and seem willing to pay for what it has to offer. There is no sign of stress with these spreads or returns, relative to broadly syndicated loans,” the report continued.
Hamilton Lane believes banks carry “far riskier” loan pools than private credit, and the latest defaults are a problem with the banks, not with private credit itself.
Private credit has continued to reshape the global …
This post was originally published here
