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RPIA Capital Management
RPIA Capital Management
Featured Insight
Credit Market Themes in 5 Charts
Q2 2026
Irvin He
Manager, Client & Product Solutions
Liam O'Sullivan
Principal, Head of Client & Product Solutions
As we begin the third quarter of 2026, we have compiled five charts that we think highlight some of the key themes and opportunities we see in the current market environment.
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Credit Market Themes in 5 Charts
Q2 2026
The Return of Policy Uncertainty
Notes from the Trading Desk - Q2 2026
Looking Under the Hood
An Update on Recent Developments in Private Credit
Featured Insight
The Return of Policy Uncertainty
Notes from the Trading Desk - Q2 2026
Liam O'Sullivan
Principal, Head of Client & Product Solutions
Q2 was marked by the return of policy uncertainty as the Federal Reserve signaled a shift toward less forward guidance. With volatility and credit dispersion likely to increase, we remain focused on resilient businesses, portfolio flexibility, and selectively capitalizing on opportunities created by market uncertainty.
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Credit Market Themes in 5 Charts
Q2 2026
The Return of Policy Uncertainty
Notes from the Trading Desk - Q2 2026
Looking Under the Hood
An Update on Recent Developments in Private Credit
Featured Insight
Looking Under the Hood
An Update on Recent Developments in Private Credit
Liam O'Sullivan
Principal, Head of Client & Product Solutions
Irvin He
Manager, Client & Product Solutions
Recent market developments have brought private credit funds back under the microscope, reinforcing our cautious outlook on the asset class. In this article, we examine four aspects of the private debt asset class in today’s uncertain environment and the opportunities we are capitalizing on in select portfolios.
Read More
Credit Market Themes in 5 Charts
Q2 2026
The Return of Policy Uncertainty
Notes from the Trading Desk - Q2 2026
Looking Under the Hood
An Update on Recent Developments in Private Credit
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