Posts by THE LEAD
Select Deals in the Market – 1/2/2017
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Read MoreLead Left Interview – Andrew Brady (Part 2)
This week we continue our conversation with Andrew Brady, Managing Director and Leveraged Loan Portfolio Manager of Marathon Asset Management,…
Read MoreReversal of Fortune
The second half of 2016, climaxing in December’s Fed hike, saw leveraged loans find increasing favor with institutional investors.
Read MorePrivate Debt Intelligence – 1/2/2017
Infrastructure Debt Rises in Prominence
Although banks are the primary providers of financing for global infrastructure projects, liquidity and capital requirements can prevent them from fully serving the market. This has led to an opportunity for the unlisted fund management industry to become a significant niche player in the provision of debt financing for infrastructure…
Read MoreLoan Stats at a Glance – 1/2/2017
Contact: Timothy Stubbs timothy.stubbs@spglobal.com
Read MoreMarkit Recap – 12/12/2016
It’s that time of year when analysts dust off their crystal balls and make predictions for the next 12 months. In December 2015 not many were forecasting that Britain would vote to leave the EU, and even fewer were betting on a Donald Trump presidential victory, so investors would be wise to treat such missives with caution. Political risk is a capricious beast, even for the most seasoned market observers.
But, caveats aside, there seems to be a consensus forming that 2017 will be tough year for one particular asset class: emerging market debt. A Trump presidency will usher in a new era of lower taxes – especially for high earners – and expansionary fiscal policy…
Read MoreThe Middle Market Comes of Age
For those of us who have made the middle market our livelihood for a while, last week’s Wells Fargo 2016…
Read MoreVolume Game
Month over month, both October and November have seen improvements over last year in middle market sponsored loan activity.
Read MoreLead Left Interview – Andrew Brady
This week we chat with Andrew Brady, Managing Director and Leveraged Loan Portfolio Manager of Marathon Asset Management, L.P. Marathon…
Read MorePrivate Debt Intelligence – 12/12/2016
UK-Based Private Debt Fundraising
It is perhaps unsurprising that the UK has become the predominant market for the European private debt industry ever since regulation fuelled the growth of the market in the aftermath of the Global Financial Crisis. The UK accounts for a higher proportion of fund managers than any other European country, with 133 of the continent’s 334 fund managers located in the UK, while 186 active investors are also headquartered in the country holding a combined $3.9tn in assets under management…
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