Direct Lending Perspectives
Q1 2026

Anthony DiNello, Head of Direct Lending, discusses (i) key market dynamics in the first quarter of 2026, including increased price volatility across credit markets, elevated BDC redemptions, and a re-rating of software credit, (ii) a case study on a recently closed deal, Radici, a global specialty chemicals company, and (iii) an update on the platform's first quarter investment activity and portfolio performance.