ECO LIF LY Lydia Everwyn Lydia Everwyn: Weekly Capital Note — Why Credit Discipline Matters Private credit continues to attract attention, but the most important conversation is not about market size. It is about discipline.
LIF LY Lydia Everwyn Lydia Everwyn: Private Credit Is Not Just Yield Private credit is often discussed through the language of income. But in my view, that is only the surface of the asset class.
MDA LIF LY Lydia Everwyn Lydia Everwyn: Private Capital in a More Selective World Private capital is entering a more selective phase. For me, that does not mean opportunity has disappeared. It means the standard for…