Anthony DiNello, Head of Direct Lending, discusses (i) key market dynamics in the second quarter of 2026, including renewed macro volatility and a shift in the expected path of rates, a disconnect between record headline M&A volume and subdued sponsor-backed deal flow, and a firmer repricing of spreads, leverage and structures across private credit, (ii) a case study on a recently committed deal, the financing for the combination of Stryten Energy and C&D Technologies, one of the largest battery manufacturers in North America, and (iii) an update on the platform's second quarter investment activity and portfolio performance.
