Posts by THE LEAD
Private Debt Intelligence – 11/6/2023
Private debt nears its ‘golden moment’ [wpdm_package id=’67201′] With performance data arriving now for recent private debt vintages it seems…
Read MoreLoan Stats at a Glance – 11/6/2023
Source: Pitchbook LCDContact: Marina Lukatskymarina.lukatsky@pitchbook.com
Read MoreBook of Jobs
October’s labor report showed lower-than-expected job creation; a good inflation sign. Source: The Daily Shot(Past performance is no guarantee of…
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 MoreLetter from Copenhagen
After our stop in Stockholm last month to visit investor clients with our Nuveen and Arcmont colleagues (and after our…
Read MoreStat of the Week: Net Exports of Goods and Services
Private Debt Intelligence – 10/30/2023
Tracking the number of new participants in private debt [wpdm_package id=’67050′] This year will see the most US first-time funds…
Read MoreLoan Stats at a Glance – 10/30/2023
Source: Pitchbook LCDContact: Marina Lukatskymarina.lukatsky@pitchbook.com
Read MoreNo Stopping This Show
Though a slowdown for 4Q and 1Q 2024 is expected, the US economy shows few signs of it. Source: The…
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…
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