Posts by THE LEAD
Different Tracks
Lower earnings activity is not always synchronized with worse economic performance. Source: Nuveen Multi-Asset, Bloomberg monthly S&P trailing 12 month…
Read MoreWhere We Are (Second of a Series)
How challenging has it been to predict the next recession? An inverted Treasury yield curve, a reliable forecaster of the…
Read MoreBest Practices in Private Credit (Fifth of a Series)
This week we continue our series on best practices of top private credit firms with a look at how underwriting…
Read MorePrivate Debt Intelligence – 5/20/2024
Is an IPO revival in the pipeline? [wpdm_package id=’69976′] The IPO market ran cold in 2023 as high global interest…
Read MoreMiddle Market Deal Terms at a Glance – May 2024
Source: SPP Capital Partners Contact: Stefan Shaffersshaffer@sppcapital.com
Read MoreLoan Stats at a Glance – 5/20/2024
Source: PitchBook LCDContact: Ryan BrownRyan.Brown@pitchbook.com
Read MoreNo End to Extend
Repricings, refinancings, and extensions hit record volume in the BSL market. Source: PitchBook LCD(Past performance is no guarantee of future…
Read MoreWhere We Are (First of a Series)
A friend of long-standing and keen observer of capital markets for almost a half-century tells us: “When a rising Dow hits…
Read MoreBest Practices in Private Credit (Fourth of a Series)
Understanding the connection between business and structural risks is one of the keys to successful credit investing. “Good company, bad…
Read MoreLoan Stats at a Glance – 5/13/2024
Source: PitchBook LCDContact: Ryan BrownRyan.Brown@pitchbook.com
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