Loan Note

Loan Note: How to accommodate the retail rush; increased capital flows put underwriting in spotlight

Redemptions put spotlight on future of retail capital. Also, concern around underwriting as capital flows increase, and British International Investment backs emerging market impact deal. Here’s today’s brief for our valued subscribers only.

Loan Note: Clues from the past reveal outperformance amid stress; BDCs held up well in Q4

Our performance data reminds us of the strong returns that can be made in periods of volatility. Also, a report finds resilience in BDCs in the fourth quarter, and Australia’s Rest makes a key hire. Here’s today’s brief for our valued subscribers only.

Loan Note: Read our Annual Review and discover award outcomes; Moody’s reflects on Blue Owl liquidity issues

Our Annual Review has been published, featuring 2025’s Awards winners. Also, Moody’s puts focus on liquidity not performance in assessing Blue Owl, and Bridgepoint extends music investment reach. Here’s today’s brief for our valued subscribers only.

Loan Note: The rise of the zombie funds; record year for emerging market private credit

The rise of the zombies is noted by Arctos’s Ian Charles. Also, record deployment in emerging market private credit last year, and new fund to be launched in Spain. Here’s today’s brief for our valued subscribers only.

Loan Note: Nexus 2026 is under way; venture debt performance under scrutiny

Private market leaders gather for Nexus 2026. Also, MSCI highlights declining venture debt performance, and LBP AM opens Frankfurt office. Here’s today’s brief for our valued subscribers only.

Loan Note: Carlyle’s Sidhu on the European opportunity; Configure highlights mixed M&A picture

Carlyle’s Taj Sidhu tells us why he’s optimistic about private debt in Europe. Also, Configure finds M&A market “uneven and sector-specific”, and BNP PAMA announces Capza 7 first close. Here’s today’s brief for our valued subscribers only.

Loan Note: Lincoln index shows strong private company earnings growth; Moody’s warns on concentration risk

Software-as-a-service under scrutiny but Europe’s private companies showing good earnings growth. Also, Moody’s identifies concentration risk, and Golub brings BSL CLO business to Europe. Here’s today’s brief for our valued subscribers only.

Loan Note: Key performance data for private markets; Asia’s Keppel bolsters latest fund

Find out how private debt (and other alternative asset classes) have performed. Also, Singapore’s Keppel secures major commitment, and Moody’s finds defaults declining but stress continuing. Here’s today’s brief for our valued subscribers only.

Loan Note: Measuring stress in the sponsored market; Investec closes second PD fund

Assessing the stresses and strains in the private equity and debt markets. Also, Investec closes second private debt fund, and study finds private markets allocations on the rise. Here’s today’s brief for our valued subscribers only.