Commentary
The New Healthcare (Fourth of a Series)
We continue our special series on COVID-19 impacted healthcare, with a private equity conversation. Our guest is the partner of…
Read MoreThe New Healthcare (Third of a Series)
Two years ago, we issued a special report on healthcare trends, speaking with bankers, lenders, and private equity investors [link].…
Read MoreThe New Healthcare (Second of a Series)
We continue our special series on how the coronavirus is affecting the healthcare industry. At the heart of this pandemic…
Read MoreThe New Healthcare (First of a Series)
Healthcare has been ground zero for COVID-19 since the virus took hold in early March. How the industry has reacted,…
Read MoreHigh Yield Bonds and Private Credit (Second of Two Parts)
“Time to go to cash,” we announced one night at the dinner table. It was early June. The Dow had…
Read MoreHigh Yield Bonds and Private Credit (First of Two Parts)
In our just-completed series on high-yield bonds [link], we conclude that issuer and investor activity has largely been driven by…
Read MoreHigh Times (Last of a Series)
What has been described as “massive” new issuance in the high-yield market led to the most deal volume for May…
Read MoreHigh Times (Second of a Series)
We continue our special series on high-yield bonds with a look at more deals in the market. Our tour guide…
Read MoreHigh Times (First of a Series)
One of our faithful readers emailed the other day: “Hey, I noticed it’s been a while since you wrote about…
Read MoreLabor Pains
The Bank of England has projected the COVID-19 pandemic will cause GDP for the United Kingdom to decline 14% this…
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