Posts by THE LEAD
High Five – 2025 Outlook (Sixth of a Series)
Number four of our five themes for 2025: “Platform excellence: How managers will win business tomorrow.” Even as the liquidity…
Read MoreHigh Five – 2025 Outlook (Second of a Series)
The focus now is on mostly global rather than domestic issues. Tariffs, trade, and geopolitical risks are taking center stage.…
Read MorePrivate Debt Intelligence – 2/3/2025
Investors stick to less risky debt strategies [wpdm_package id=’73330′] Read more in ‘Private Debt Q4 2024: Preqin Quarterly Update’ Private…
Read MoreHigh Five – 2025 Outlook (Fifth of a Series)
Number three of our five themes for 2025: “Default position: Discipline and careful portfolio construction will keep portfolios clean.” There…
Read MoreWide Dispersion
BSL defaults at 3Q 2024 were more than six times those in private credit. Source: Proskauer (Private Credit), Fitch Ratings…
Read MoreHigh Five – 2025 Outlook (First of a Series)
Increased competition between banks and private credit leading to weaker terms? Not in the middle market, where terms remained investor-friendly.…
Read MorePrivates First Class
Direct lending’s share of buyout financings now dwarfs that of the bank market. Source: LSEG LPC
Read MoreHigh Five – 2025 Outlook (Fourth of a Series)
Next up is the second of our five themes for the year ahead: “A busier market: Providers of creative and flexible…
Read MorePrivate Equity Now – Portfolio Positioning (LP Perspective)
In a world fraught with macroeconomic uncertainty, geopolitical turmoil, and evolving capital markets, LPs must take a consistent, balanced, and…
Read MorePrivate Debt Intelligence – 1/20/2025
Hurdle and carry rates climb for riskier private debt strategies [wpdm_package id=’73200′] Read more in ‘Preqin 2025 Global Report: Private…
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