On-Demand Webinar
Q2 2026 Market analysis: US leveraged loans and private credit
The US leveraged loan market began 2026 with negative January returns and weakness in the technology sector. Renewed scrutiny of private credit exposure, ongoing AI-driven disruption, and trade policy uncertainty are contributing to a more fragile risk backdrop.
PitchBook analysts discussed of first-quarter performance and what it signals for the rest of 2026. They connected the data across leveraged loans, private credit, high-yield bonds, and CLOs—and translated it into practical implications for underwriting, portfolio positioning, and capital allocation.
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Key topics
- Macro backdrop and market tone across leveraged finance
- Primary issuance and refinancing activity
- Credit fundamentals, with a focus on software and technology borrowers
- CLO formation, private credit capital, and investor demand
- Risks, catalysts, and relative value positioning across the capital stack
Related content
Credit News
US Leveraged Loan Index Monthly Wrap
US Private Credit Monitor
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