The NAV loan market has been growing rapidly but underwriting needs to be more disciplined than ever in today’s environment. Plus: the technology sector is still thriving in private markets and S&P highlights the woes for consumer goods companies. Here’s today’s brief for our valued subscribers only.
5 min read · 18 July 2022
Following the dislocation of peak pandemic, here comes the economic dislocation era. Plus: high-net-worth individuals are piling into alternatives and CVC launches its latest CLO. Here’s today’s brief for our valued subscribers only.
5 min read · 14 July 2022
Oaktree takes a look at the pros and cons of floating rates. Plus: Arcmont considers the continuing merits of direct lending in the face of a liquid market bounce-back and Arrow makes a senior hire in the Netherlands. Here’s today’s brief for our valued subscribers only.
4 min read · 11 July 2022
Why Dechert thinks a down market is a ‘time of opportunity’. Plus: non-bank lenders prepare to grab market share in fund finance and we publish our Women in Private Funds report. Here’s today’s brief for our valued subscribers only.
5 min read · 07 July 2022
Why lenders are getting to grips with annual recurring revenue finance. Plus: investors demand more stringent reporting; and Muzinich & Co makes an insurance-focused hire. Here’s today’s brief for our valued subscribers only.
5 min read · 04 July 2022
European private debt deals are declining – but not as fast as they might have done had it not been for public market troubles. Plus: NXT gauges investor appetite for the debt secondary market and QIC makes a major hire. Here’s today’s brief for our valued subscribers only.
4 min read · 30 June 2022
Our Fund Leaders Survey finds inflation, pricing power and ESG are all on the minds of investors. Plus: David Rubenstein’s 10 fund due diligence priorities and a new debt hire at Cbus, the Aussie super fund. Here’s today’s brief for our valued subscribers only.
4 min read · 27 June 2022
An Oaktree roundtable discusses how bonds have been quicker to adjust to market circumstances, but loans are expected to catch up. Plus: declining leveraged finance issuance seen in Europe and Octopus closes its latest real estate debt fund. Here’s today’s brief for our valued subscribers only.
5 min read · 23 June 2022
Deals have slowed from last year’s boom but the market remains reasonably active, PineBridge finds. Plus: liquid credit at the forefront as KKR identifies favoured strategies against a changing macro backdrop and PE returns close to record levels. Here’s today’s brief for our valued subscribers only.
4 min read · 20 June 2022
A look inside Private Debt Investor’s upgraded and new-look fundraising database. Plus: S&P thinks refinancing needs look manageable and Cinven takes on its first sustainability-linked loan. Here’s today’s brief for our valued subscribers only.
4 min read · 16 June 2022
