Posts by THE LEAD
Tyranny of Dry Powder – An Update
Partnering with top-tier private equity firms also creates alignment with more defensive, growth-oriented sectors. Not coincidentally, these businesses retain the…
Read MoreThe Pendulum Always Swings
Refinancings by direct lenders returned last quarter to outweigh BSL takeouts. Source: PitchBook LCD, data through June 30, 2024(Past performance…
Read More“A Slow Sort of Country”
“Now, here, you see, it takes all the running you can do, to keep in the same place. If you…
Read MoreLoan Stats at a Glance – 7/8/2024
Source: PitchBook LCDContact: Ryan Brownryan.brown@pitchbook.com
Read MoreWhere We Are (Last of a Series)
For investors, then, conditions remain propitious for private credit. The delivery of yield premiums to liquids, lower risk, and predictable…
Read MorePrivate Debt Intelligence – 7/1/2024
India overtakes China in private debt AUM [wpdm_package id=’70565′] Read more in Preqin’s Insights+ Report: Alternatives in APAC 2024 Private…
Read MoreLoan Stats at a Glance – 7/1/2024
Source: PitchBook LCDContact: Ryan Brownryan.brown@pitchbook.com
Read MoreLower Risk, Higher Yield
Among a basket of traded credit strategies, leveraged loans are showing well. Source: The Daily Shot(Past performance is no guarantee…
Read MoreFast and Furious (Second of Two Parts)
The 60/40 allocation model for investing has taken some hits since the Fed began raising rates over two years ago.…
Read MoreWhere We Are (Third of a Series)
The media seems to characterize amendments and extensions as financing gimmicks, but they are well-worn features of the leverage finance…
Read More