Category: Private Markets
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Private Credit and AI Disruption: When Collateral Loses Value Overnight
Khan Capital | February 2026 Key Takeaways Part of: Private Credit & Private Markets — Khan Capital’s hub on private credit and private markets. For a decade, private credit managers treated software companies as the ideal borrower. Fat recurring-revenue margins, predictable cash flows, low capital expenditure requirements, and sticky customer bases made mid-market SaaS firms…
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Private Credit Faces Its First Real Test
Khan Capital | January 2026 Key Takeaways Part of: Private Credit & Private Markets — Khan Capital’s hub on private credit and private markets. For most of its existence, private credit has been tested by nothing more serious than a brief pandemic-era wobble that was immediately backstopped by the largest monetary intervention in history. The…
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Democratising Private Markets: The Retail Revolution and Its Risks
Khan Capital | November 2025 Key Takeaways Part of: Private Credit & Private Markets — Khan Capital’s hub on private credit and private markets. The most significant redistribution of capital in a generation is underway, and most investors have not noticed. Over the past four years, retail capital in private markets has surged at a…
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The Rise of Semi-Liquid Funds: Private Markets’ $4 Trillion Gamble
Khan Capital | October 2025 Key Takeaways Part of: Private Credit & Private Markets — Khan Capital’s hub on private credit and private markets. The private markets industry has found its holy grail: a way to sell illiquid assets to liquid investors. Over the past five years, the alternative investment industry has engineered a new…
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The Private Equity Secondaries Boom: Liquidity’s $200 Billion Release Valve
Khan Capital | September 2025 Key Takeaways Part of: Private Credit & Private Markets — Khan Capital’s hub on private credit and private markets. Private equity has a liquidity problem, and the secondaries market is cashing in. In the first half of 2025, global secondary transaction volume reached a record $103 billion, a 51% increase…
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The Rise of Private Credit: From Niche to $1.7 Trillion
Khan Capital | June 2024 Key Takeaways Part of: Private Credit & Private Markets — Khan Capital’s hub on private credit and private markets. In the space of a decade, private credit has transformed from a niche corner of the alternative investment universe into the most consequential force reshaping global debt markets. The numbers tell…