Alternative Credit Education
A First Eagle Academy Program
-
Real Estate Market Overview
-
Homebuilder Finance
-
Public Structured Credit
-
Residential Transitional Loans
-
What is Private Credit?
-
Different Vehicles for Different Investors
-
Private Credit Across Cycles
-
Selectivity in Private Credit
-
Senior Loans Versus High Yield Bonds
-
Deal Origination – Structure
-
Deal Origination – Sourcing
-
Credit Selection
-
Navigating Defaults
Current Market Insights
Let the Circle Be Unbroken
Learn more
Alternative Credit Review: 2Q25
Learn more
Digging Deep: Lower Middle Market Direct Lending
Learn more
Structured Credit: Seeing the Forest for the Trees
Learn more-
Higher Rates Could Hold Steady Amid Market Speculation
Portfolio Manager and Senior Alternatives Strategist Larry Holzenthaler explains why higher rates could hold steady despite the disappointing jobs report that pulled forward expectations around rate cuts.
-
Navigating a “Higher for Longer” Environment
Larry Holzenthaler explains why higher base rates and yields continue to support a technical imbalance between supply and demand, and how to navigate an environment characterized by a prolonged period of elevated rates.
-
Keep Your Seatbelt Fastened Amid the Recent Rally
Portfolio Manager and Senior Alternatives Strategist Larry Holzenthaler discusses why he remains cautious despite the recent rally in the second quarter and how the relative value of return per unit of risk has been supporting loan demand.
-
Stable Yield Solutions in Uncertain Times
Larry Holzenthaler explains what is driving the resilience of loan valuations despite ongoing economic concerns and why an allocation to this asset class at current valuations still offers a potentially stable solution in an uncertain environment.