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Insights

In-depth perspectives from our experts across private equity, credit, and consulting—exploring the trends and themes shaping markets and value creation.
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The Basis Point

Focused, timely analyses from ZCG’s Credit team that isolate key market signals and developments, providing a closer look at the risks, dislocations, and shifts shaping private credit and the broader lending landscape.
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Aug 28, 2026

Software Got Painted With One Brush

Jeddy Lee
Head of Credit
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‍Takeaway: Software loan pricing decoupled sharply from the broader market over the first half of 2026. This looks like indiscriminate, sector-wide de-risking rather than company-by-company analysis.

 

Some borrowers certainly deserve to trade at stressed levels, but healthy credits were caught in the crossfire, giving bottom-up credit investors room to separate real balance sheet risk from simple collateral damage.

Global Economic & Credit Market Briefing

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ZCG is a leading, privately held global firm comprised of private markets asset management, business consulting services, and technology development and solutions.

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For almost 30 years, ZCG Principals have invested tens of billions of dollars of capital. ZCG has a global team comprised of approximately 250 professionals. ZCG is headquartered in New York, with eight affiliated offices, across six countries. For more information on ZCG, please visit www.zcg.com.

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