Loan Note

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.

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.

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.

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.

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.

Our data shows under-allocated investors are driving strong fundraising. Also, Coller Capital draws attention to performance dispersion, and two Blue Owl BDCs receive an upgrade. Here’s today’s brief for our valued subscribers only.

Ambienta beats target for sustainable credit fund. Also, UK pension appoints new head for domestic investments and Moody’s upgrades Blue Owl BDCs. Here’s today’s brief for our valued subscribers only.

Our Investor Report identifies insurers as writing the biggest cheques in private debt. Also, KBRA sees rising risk in the asset class and Campbell Lutyens finds LPs wanting more manager relationships. Here’s today’s brief for our valued subscribers only.

Goldman press briefing highlights performance dispersion and investor diversification. Also, Blue Owl in BDC refinancing and Capza announces senior moves. Here’s today’s brief for our valued subscribers only.

Sixth Street reaches European direct lending hard-cap. Also, Srinivasan steps up at Ambienta and TPG extends forward-flow agreement. Here’s today’s brief for our valued subscribers only.