Posts by THE LEAD
Best 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 MoreBest Practices in Private Credit (First of a Series)
Success is a balance of offense and defense. Deploying capital efficiently means sourcing top performing assets – financings to superior…
Read MorePrivate Debt Intelligence – 4/22/2024
[wpdm_package id=’69598′] The relative attractiveness of alternative asset classes has shifted significantly over the past few years as interest rates…
Read MoreRate Expectations
Loan participants see higher defaults from 1.6% today, but not much higher. Source: PitchBook/LCD(Past performance is no guarantee of future results.)
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 – 4/22/2024
Source: PitchBook LCDContact: Ryan BrownRyan.Brown@pitchbook.com
Read MoreThe New Order: Leverage Finance in an Asset Management World (Last of a Series)
Now that the liquid loan market is opening, albeit with mostly refinancings, larger issuers have more choices. This is actually…
Read MoreLoan Stats at a Glance – 4/15/2024
Source: PitchBook LCDContact: Ryan BrownRyan.Brown@pitchbook.com
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 MoreNo Ifs, Ands, or Cuts
Market observers now think a rate cut at the Fed’s June meeting is unlikely. Source: The Daily Shot(Past performance is…
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