Posts by THE LEAD
Down 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
Read MoreLetter from Down Under (Second of Two Parts)
“Manager performance is the beta of private credit. The alpha is client support. Transparency and timeliness of information is critical,…
Read MorePrivate Credit in a Post-Rate World (Fourth of a Series)
The proponents and beneficiaries of private capital have long recognized its virtue of being less correlated with headline risk than…
Read More