Posts by THE LEAD
60/40 Hindsight
The traditional equities and fixed-income model is under-performing the historic average. Source: Bloomberg, The Daily Shot(Past performance is no guarantee…
Read MoreThe New Paradigm (Third of a Series)
The confusion around differences between public and private credit dynamics has been compounded by the rapid growth of the illiquid…
Read MoreThe New Paradigm (First of a Series)
This week we chaired Day One of SuperReturn’s Private Credit US conference in New York. It’s a measure of the…
Read MorePrivate Debt Intelligence – 11/13/2023
Private debt is the second largest contributor to private capital fundraising [wpdm_package id=’67316′] Private debt fund managers raised $181bn in…
Read MoreLoan Stats at a Glance – 11/13/2023
Source: Pitchbook LCDContact: Marina Lukatskymarina.lukatsky@pitchbook.com
Read MoreStat of the Week: Average Cost of a Thanksgiving Dinner for Ten in the U.S.
Midcap Momentum
Churchill’s senior debt portfolio showing higher revenues and cash flows. Source: Churchill Asset Management LLC(Past performance is no guarantee of…
Read MoreThe New Paradigm (Second of a Series)
Two economic dynamics are driving capital markets. First, GDP strength which, by many measures, remains steady if not buoyant. One…
Read MoreNo Signs of Slowing (Except Defaults)
Since Labor Day we’ve spent considerable time at conferences and with investors. Nothing focuses the mind better. And what we’ve…
Read More