Commentary
Swiss Army Knife of Capital (Part Two)
Beyond yield, advisors and direct contribution (DC) plans look to private credit for diversification and deployment. These goals are not…
Read MoreSwiss Army Knife of Capital (Part One)
We recently joined several colleagues on an excellent PDI podcast – “New Era of Private Credit” – for a wide-ranging…
Read MoreBack to School (Part Two)
Post-Labor Day market conditions continue to favor credit issuance of all stripes. Rather than being hampered by uncertainty surrounding tariffs,…
Read MoreBack to School (Part One)
Getting our heads back into markets, we reflect this week on the shape of public equities and fixed income. The…
Read MoreRisk On/Risk On (Part Two)
What is coming through clearly in our conversations with credit professionals is that we are in a risk-on world. Somewhat…
Read MoreRisk On/Risk On (Part One)
What’s the state of the US leveraged loan market, and what’s the outlook for the rest of the year? Those…
Read MoreThe Force Awakens – Churchill 2Q Private Equity Survey (Conclusion)
Our recent survey of 164 private equity executives revealed improved confidence in both the M&A environment over the next twelve…
Read MoreThe Force Awakens – Churchill 2Q Private Equity Survey (Part Two)
In response to our Reflections on Wimbledon two weeks ago, a long-time Lead Left reader informed us that the famed…
Read MoreThe Force Awakens – Churchill 2Q Private Equity Survey (Part One)
Life happens at inflection points. This goes for capital markets as well. Whether changes in interest rates (high to low),…
Read MoreReflections on Wimbledon
As a long-time observer and amateur practitioner of the game, we enjoy the season when tennis arrives at the hallowed…
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