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.
How Private Credit Can Help Investors Weather Volatile Markets See how private credit has historically performed during market volatility.
Q&A with a 20+ year private credit veteran: 3 trends to watch, how to prepare for downturns, and more In this blog, we have a Q&A with Stellus Capital Management's Partner and Co-Head Private Credit, Dean D'Angelo. Stellus is one of the longest tenured direct lenders specializing in senior secured loans in the lower middle market.
Private Credit: 5 Charts All Investors Need to See in 2025 From outperforming returns to lower volatility, private credit as an asset class has proven its stability over the long run compared to other investments. Here’s the data to prove it.
3 Misconceptions About Private Credit: What Investors Need to Know Let's unpack some common misperceptions about private credit and clarify what it should (and should not) be used for by investors.
The Future of Investing in Private Credit Funds: Institutional-Quality Personalized Portfolios At Heron Finance, we believe the private credit market should be more accessible and more personalized to individual investor preferences. That’s why we created the Personalized Private Credit portfolio for U.S. accredited investors to gain exposure to institutional-quality private credit.