Posts by THE LEAD
Comfort Zone
Australian credit spreads showing signs of bottoming out. Source: The Daily Shot, Topdown Charts, LSEG
Read MoreLetter from Down Under (First of Two Parts)
“When my 2-year-old opened up her toy chest, things tumbled out. She’s 15 now, so it’s a well-organized make-up box.…
Read MorePrivate Credit in a Post-Rate World (Third of a Series)
As we’ve noted, the banks and private credit managers occupy different places in the corporate finance ecosystem. That’s not to…
Read MoreSeven Year Switch
Private wealth investors expected to triple allocation to alternatives by 2032. Source: Bain & Company, GlobalData, Preqin, iCapital
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 MorePrivate Credit in a Post-Rate World (Second of a Series)
One of the frequent observations of private credit, usually couched as a complaint, is how many competitors are crowding into…
Read MoreReverse Gear
After seven straight weeks of cash in-flows, high-yield funds showed out-flows. Source: Morningstar/PitchBook
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 MorePrivate Credit in a Post-Rate World (First of a Series)
When you’re successful, everyone wants a piece of you. That’s the challenge private credit faces today. It’s grown from a…
Read MoreMiddle Market Deal Terms at a Glance – March 2025
Source: SPP Capital Partners Contact: Stefan Shaffersshaffer@sppcapital.com
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