WhiteHorse CIO Casillas says private credit fundamentals steady despite inflation pressures

  • Whitehorse Capital management discussed private credit conditions in a May 20, 2026 podcast focused on lending to consumer-facing businesses amid inflationary pressures.
  • CIO Javier Casillas and Principal Stephen Migdal flagged geopolitical developments and persistent inflation as key drivers of interest-rate expectations, underwriting standards, and broader lending conditions.
  • The executives said underlying market fundamentals have remained relatively stable despite headline-driven volatility.
  • They pointed to a divergence in US consumer spending across income cohorts, outlining how companies are adjusting and how Whitehorse is positioning its sector focus and risk management for continued uncertainty.


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