Pulse Podcast #9: The Private Credit Shift: CLO Growth, Market Discipline, & What 2026 Could Bring

Private credit is evolving fast. In this episode, Antares Senior Managing Director Seth Painter joins ABF Journal Editor in Chief Rita Garwood to break down the forces shaping the market. They cover credit performance, bank retrenchment, LP appetite, the rise of private credit CLOs, how investor expectations are changing, why transparency matters, and what could drive a major surge in 2026.If you work in private credit, structured credit, leveraged finance, middle market lending, or CLO investing, this conversation gives you a clear look at where the market stands and where it may be headed.Make sure to subscribe for more conversations with industry leaders.