Flexstone highlights a shift from private equity to private debt. Plus: why the higher-rate environment is no short-term blip; and Ares makes progress on its latest direct lending fund. Here’s today’s brief for our valued subscribers only.
7 min read · 27 November 2023
S&P has concerns around debt maturities and defaults in the private debt mid-market. Plus: signs that Asia-Pacific might finally come of age; and private debt manager searches still going strong, according to Bfinance. Here’s today’s brief for our valued subscribers only.
5 min read · 20 November 2023
Special situations opportunity ‘most attractive since GFC’. Plus: all eyes on underperformance in US real estate; and M&G launches a new ELTIF strategy. Here’s today’s brief for our valued subscribers only.
6 min read · 16 November 2023
Improved lender documentation confirmed by new study. Plus: Lincoln index reveals private companies outperforming S&P 500 in Q3; and Fitch highlights worries over UK and German credits. Here’s today’s brief for our valued subscribers only.
6 min read · 13 November 2023
US mid-market debt issuance shows signs of recovery in the third quarter. Plus: investors reveal plans for increased private debt allocations; and Deer Park Road’s new RMBS fund. Here’s today’s brief for our valued subscribers only.
6 min read · 09 November 2023
Asset-backed lending is one of today’s fashions, but do investors appreciate the differences in approach? Plus: industry associations get their lawsuit against the SEC underway; and Veld strikes a deal in Poland. Here’s today’s brief for our valued subscribers only.
6 min read · 06 November 2023
Bain Capital strikes a new partnership in the hospitality sector. Plus: Nuveen believes scaled managers have it ‘better than ever’; and we continue to seek your highlights for our annual awards. Here’s today’s brief for our valued subscribers only.
6 min read · 02 November 2023
Ares points to positive signs for private debt in Asia-Pacific. Plus: AlbaCore’s Allen finds compelling returns in European senior loans; and we continue to seek your highlights for our annual awards. Here’s today’s brief for our valued subscribers only.
6 min read · 30 October 2023
Moody’s and Proskauer produce mixed news on the default outlook. Plus: time to send us your 2023 highlights as we launch our awards process; and US firm Avante signs a partnership to grow its product range. Here’s today’s brief for our valued subscribers only.
5 min read · 26 October 2023
Our PDI Germany Forum predicts a comeback for distress. Plus: Ares identifies tough times for the fintech lending industry; and question marks around NAV financings. Here’s today’s brief for our valued subscribers only.
5 min read · 23 October 2023
