The Alternative Pipeline
|January 12, 2023
We noted last week the Fed’s battle to slay the inflation dragon without also cratering the entire village. Increasing spreads on top of a five percent-plus benchmark rate could dampen M&A and financings…
▶︎ Read Dec 19 2022 newsletter: here
▶︎ Chart of the Week: here (by Leveraged Commentary & Data (LCD))
(Any “forward-looking” information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition Past performance is no guarantee of future results. Investing involves risk; principal loss is possible.)
Private Credit Defaults 101: Back to School
As Labor Day approaches, the unofficial end of summer is upon us. But, before we get too sad, there is also the familiar back-to-school energy.