Posts by THE LEAD
On Holds
In the absence of M&A activity, PE portfolio companies are held for extended periods. Source: PitchBook(Past performance is no guarantee…
Read MoreEverything Happens So Much (Part One)
Experience matters. Leaders with years of navigating through many economic, business and market cycles have learned how to shake the…
Read MoreWho’s The Driest?
Despite claims of a “too crowded” private debt market, PE dry powder is four times greater. Source: Preqin(Past performance is…
Read MorePrivate Equity Now: The Distribution Dilemma
Having focused this year mostly on the effects of rates and the economy on private credit, it’s time to turn…
Read MorePrivate Debt Intelligence – 10/21/2024
Management fees for private debt second lowest in private markets [wpdm_package id=’72615′] Read more in Preqin’s Private Capital Fund Terms…
Read MoreLetter from the North Country
Consistent with remarks from conference panelists, pension plans are looking at more niche private credit strategies to achieve diversified return…
Read MoreA World Away
Fund managers are looking increasingly to global issues for biggest risks. Source: The Daily Shot, BofA Global Research(Past performance is…
Read MoreEverything Happens So Much (Last of Three Parts)
While the expected pace of Fed cuts has slowed, nothing suggests a change in direction. This course suggests a re-assessment…
Read MoreDownhill From Here
Does this lower-for-longer outlook mean the end of the Golden Era for private credit investors? All-in spreads have been at…
Read MoreAll of the Above
Investors expect modestly lower credit spreads, no change, and some widening. Source: The Daily Shot, PitchBook/LCD(Past performance is no guarantee…
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