Uncharted Territory: Private markets learn to forecast instability

Spreading out: Private credit’s next growth wave

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Rapid Read

July 2026 | With the rate of change and volatility, a standard top-down forecast for the whole portfolio can quickly become inaccurate. Instead, firms are looking for flexibility – that is fresh data, which can adjust in real time amid change. They are also under pressure to be more transparent. This report explores the new metrics in focus.

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Puneet Arora

Director

Apollo