That’s the 162
Long-term investors, particularly those in private capital, emphasize fundamentals. They ask how top managers deal with uncertainty. What economic signs do they watch? How will higher rates affect portfolios and deal sourcing? Will a recession result in worsening default and loss rates? What examples of successful workouts can you show to demonstrate the ability to withstand a prolonged downturn?…
▶︎ Read Sept 16th, 2024 Newsletter: here
Latest news
US leveraged loans returns turn negative in October
The Bloomberg US Leveraged Loan Index (Ticker: LOAN) has returned -0.26% this month through October 21, reducing its year-to-date return…
M&A activity begins to tick upward
In the third quarter of 2026, acquisition-linked loan volume across North America and Europe reached about $47 billion, up from $30.6 billion in Q2 and $29.5 billion a year ago.
