What Kind of Private Credit Do You Own?

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March 6, 2026

What Kind of Private Credit Do You Own?

As private credit moves from quiet compounding to front-page scrutiny, investors face two converging forces: liquidity concerns and AI-driven disruption. This piece examines how underwriting assumptions, collateral structure, and exposure to recurring software revenue may evolve in a rapidly changing economy — and why asset-backed infrastructure may prove more durable in the age of AI.

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April 29, 2026

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Hybrid Capital Is Moving to the Center of Credit

As hybrid capital moves into focus, we believe the key question is not where you sit in the capital structure, but what you are lending against. This letter outlines our Credit strategy’s focus on real assets, capital solutions, and cash flow–driven value in a shifting market environment.

April 23, 2026

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April 2026 Newsletter

As AI scales into the physical economy, this month’s update explores how power, infrastructure, and capital—from real estate to growth credit—are shaping the next phase of the climate economy.

April 22, 2026

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New Private Markets: Galvanize ties fees to emission targets in real estate strategy

Galvanize Real Estate links compensation to emissions performance, aligning financial incentives with a commitment to reach operational net zero within three years of acquisition.

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