Posts by THE LEAD
There’s a New Tariff in Town (First of Two Parts)
This week we look at questions from clients and friends surrounding the issue of tariffs. Not surprisingly, as we’ve discovered…
Read MoreLetter from Down Under (First of Two Parts)
In our travels last month to Perth, Melbourne, and Sydney, we had over twenty meetings with clients and friends that…
Read MoreDown Decade
Malaysia’s investment growth lags other ASEAN countries but shows signs of recovery. Source: Department of Statistics, Malaysia. Haver and respective…
Read MoreLetter from Kuala Lumpur (Second of Two Parts)
APAC countries each have their own path to investing in alternatives and private capital. Most key Malaysian institutions began with…
Read MoreLetter from the Persian Gulf
It had been a while since our last MENA visit, so on a recent trip there with our teams, clients…
Read MoreRinggit in the New Year
Malaysia’s economy grew 5.1% last year, ahead of 2023; 2025 is tariff-dependent. Source: Department of Economics, Malaysia
Read MoreLetter from Kuala Lumpur (First of Two Parts)
“Micro, small, and medium-sized enterprises contribute almost 40% of Malaysia’s GDP and almost 50% of its national work force, yet…
Read MorePrivate Credit in a Post-Rate World (Last of a Series)
The notion of a post-rate world is arguable, as anyone in the capital markets over the past two decades would…
Read MoreMiddle Market Deal Terms at a Glance – April 2025
Source: SPP Capital Partners Contact: Stefan Shaffersshaffer@sppcapital.com
Read MoreMiddle Market Breakdown
Despite other views, the middle market has three parts, each with their own features. Source: Churchill Asset Management
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