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Monthly insights: Making sense of new data (September 2025)

In this edition of Monthly Insights, we’ll give you a peek behind the curtain to show you some of the current trends we shared with CreditSights for their institutional audience — and as always, what it all means for you as an investor.

Monthly insights: What the headlines miss (August 2025)

In this month’s insights, we’ll walk through what the headlines are saying and why when it comes to finding the winners in private credit, quality and diversification matter.

Heron Finance Adds Antares Private Credit Fund to Client Portfolios

Heron now offers accredited investors and RIAs exposure to more than a dozen leading private credit funds with over 3,500 loans from all 11 GICS sectors.

Monthly Insights: Heron’s Response to Jamie Dimon’s Private Credit Paradox (July 2025)

In our July 2025 Monthly Insights, we let investors and RIAs know why they shouldn't take Jamie Dimon's recent remarks about private credit as the guiding truth.

What Makes Middle Market Loans Attractive for Investors? A Q&A With PGIM

Experts from PGIM explain why core middle market direct lending offers an attractive risk-return profile within the broader credit landscape.

Why Private Credit Covenants Matter for Investors: A Q&A With FS Investments

In this Q&A with FS Investments, we explore how private credit loan covenants aim to protect investors.

Monthly Insights From Heron: Private Credit Goes Main Street (June 2025)

In our June 2025 Monthly Insights, we look at how private credit is becoming more accessible via new investment vehicles — and some of the potential downfalls that retail investors and RIAs should look out for.

Portfolio Diversification Beyond Stocks and Bonds: The Value of Private Credit

With global stock and bond markets facing ongoing uncertainty, accredited investors and RIAs are looking to other asset classes to help diversify portfolios and generate reliable income.

The 60/40 is Dead. Long Live the 60/20/20

Learn why investors are moving away from the traditional 60/40 stock-to-bond portfolio, and how they're allocating their investments.

Monthly Insights From Heron: Recession Ready (May 2025)

In our May 2025 Monthly Insights, we look at the odds of a recession this year, what a recession means for private credit, and how Heron is positioned for a downturn.

How a Recession Could Impact Private Credit—and Heron Portfolios

We explore how private credit performed during the 2008 crisis along with how Heron portfolios are positioned for a potential 2025 recession.

Q&A with Monroe Capital: How Will Tariffs Impact Private Credit?

In this Q&A, we explore how Trump’s tariffs may impact the broader economy and private credit market, along with how Monroe Capital navigates market volatility.

Heron Finance Adds 7 Leading Private Credit Funds to Platform: KKR, T. Rowe Price, PGIM, & More

Heron now offers investors and RIAs exposure to 12 leading private credit funds with over 3,000 loans from all 11 GICS sectors.

Monthly Insights From Heron: Tariff Talk (April 2025)

In our first Monthly Insights, we dive into how Trump's tariffs are impacting private credit and Heron's portfolios.