The Bridge by iCapital//Vivek Bantwal
The Bridge Ep. 13: Good Credit Holds. Bad Credit Breaks
Vivek Bantwal argues private credit is not breaking so much as repricing around discipline, with strong borrowers and well-underwritten managers separating from weaker ones. He says Goldman’s structure, sourcing, and limited retail evergreen exposure have helped it navigate volatility while he sees growth shifting toward private investment grade and asset-based finance.
