Insights

Research & Articles

Original research, market commentary, and firm announcements from the Coromandel Capital team.

AI, Software Credit Risk, and Why Asset-Backed Lending Matters More Than Ever

As AI reshapes software valuations, asset-backed lending offers a more resilient framework for evaluating credit risk in a rapidly changing market.
10 Feb 2026
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Why Offshore Investors and US Tax-Exempt Investors Should Consider US Private Credit

Offshore and US tax-exempt investors have compelling structural reasons to allocate to US private credit, from yield advantages to favorable tax treatment.
05 Nov 2025
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Haters Gonna Hate

Coromandel Capital weighs in on the critics of private credit and makes the case for why the asset class continues to deliver for disciplined lenders.
27 Aug 2025
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RIP CFPB?

Coromandel Capital examines what the potential weakening of the CFPB means for non-bank lenders and the broader private credit landscape.
26 Feb 2025
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Coromandel Capital Finds Opportunity in Private Credit with an Evergreen Fund

Coromandel Capital finds opportunity in private credit through an evergreen fund structure, as featured in Opalesque.
30 Nov 2023
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Private Credit Poised for Sustained Growth

Coromandel Capital examines why private credit is positioned for sustained growth amid strong performance and shifting market conditions.
03 Oct 2023

Under-Appreciated: Forward Flows vs. Credit Facilities

Coromandel Capital explores the often-overlooked differences between forward flow agreements and credit facilities in private lending.
19 Jul 2023

Thoughts from Coromandel Capital on Volatility of Private Credit

Coromandel Capital shares its perspective on volatility in private credit markets and what it means for investors and specialty lenders.
11 Apr 2023