Posts by THE LEAD
Reorg, Don’t Liquidate
Since the Fed’s rate hike regime began, more bankruptcies are reorganizations. Source: Torsten Slok – Apollo, The Daily Shot(Past performance…
Read MoreBest Practices in Private Credit (Last of a Series)
We’ve spent the last six weeks outlining best practices top direct lenders employ so portfolios generate the highest returns complemented…
Read MoreBest Practices in Private Credit (Third of a Series)
Why is portfolio construction such an important concept for analyzing private credit managers? The answer seems obvious, but it’s more…
Read MorePrivate Debt Intelligence – 5/6/2024
Direct lending dominates first quarter fundraising [wpdm_package id=’69786′] Demand for direct lending strategies has increased consistently over the past 15…
Read MoreLoan Stats at a Glance – 5/6/2024
Source: PitchBook LCDContact: Ryan BrownRyan.Brown@pitchbook.com
Read MoreReturns Department
Global private fund returns of capital has begun to improve since early 2023. Source: MSCI – Private Assets in Focus(Past…
Read MoreBest Practices in Private Credit (Sixth of a Series)
No one loves physicals. The battery of tests, poking and prodding, with routine check-ups are low on our bucket list.…
Read MoreBest Practices in Private Credit (Second of a Series)
Success is a balance of offense and defense. Deploying capital efficiently means sourcing top performing assets – financings to superior…
Read MoreLoan Stats at a Glance – 4/29/2024
Source: PitchBook LCDContact: Ryan BrownRyan.Brown@pitchbook.com
Read MoreCommon Ground
Higher for longer has compressed leverage for both cov-lite and cov-heavy loans. Source: LSEG LPC(Past performance is no guarantee of…
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