Commentary
Inflation Nation (Second of a Series)
We continue our special series on inflation speaking with Nuveen’s chief investment strategist, Brian Nick. Brian, there’s a lot of…
Read MoreInflation Nation (First of a Series)
“Inflation (noun): 2. A continuing rise in the general price level usually attributed to an increase in the volume of…
Read MoreThe Lincoln Senior Debt Index (Last of Three Parts)
“Thank you for this series. I’m curious how the benchmark accounts for where the loan is in the cap structure?…
Read MoreThe Lincoln Senior Debt Index (Second of Three Parts)
Private debt, compared to private equity and real estate, is a relatively recent entrant to the alternative asset class. But…
Read MoreThe Lincoln Senior Debt Index (First of Three Parts)
Back in January we featured content from Lincoln International’s Valuations and Opinion team [link]. Topics included Covid’s impact on private…
Read MoreCLOs Revisited – Ratings, Risks, and Returns (Last of a Series)
News reached us from Mars of the first powered Earth aircraft to fly on another planet. Ingenuity, a helicopter with…
Read MoreCLOs Revisited – Ratings, Risks, and Returns (Fourth of a Series)
Competition in leveraged loans, keen as it is, pales in comparison to the 2021 Mrs. Sri Lanka pageant. Reigning Mrs.…
Read MoreCLOs Revisited – Ratings, Risks, and Returns (Third of a Series)
By blocking the Suez Canal last month, the Ever Given made headlines and created a massive shipping traffic jam. Three…
Read MoreCLOs Revisited – Ratings, Risks, and Returns (Second of a Series)
“The world has put all its Covid eggs into the vaccine basket. There is no Plan B.” – CLO manager.…
Read MoreCLOs Revisited – Ratings, Risks, and Returns (First of a Series)
“Anytime loan market technicals shift, there’s always a view that CLOs are the end of Western civilization as we know…
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