Featuring Charts
Chart of the Week: 60/40 Hindsight
The traditional equities and fixed-income model is under-performing the historic average. Source: WSJ, Leuthold Group(Past performance is no guarantee of future results.)
Read MoreChart of the Week: Midcap Momentum
Churchill’s senior debt portfolio showing higher revenues and cash flows. Source: Churchill Asset Management LLC(Past performance is no guarantee of future results.)
Read MoreChart of the Week: Book of Jobs
The popularity of secondary equity investments has risen markedly since 2016.
Read MoreChart of the Week: No Stopping This Show
The popularity of secondary equity investments has risen markedly since 2016.
Read MoreChart of the Week: Novo Nordisk Effect
The popularity of secondary equity investments has risen markedly since 2016.
Read MoreChart of the Week: Swede Success
The popularity of secondary equity investments has risen markedly since 2016.
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Features
Middle Market & Private Credit – 11/27/2023

Fitch’s Private Middle Market Portfolio, Rating Activity Upgrades/downgrades in Fitch’s PMM portfolio are generally skewed toward downgrades, as issuer ratings can be constrained on the upside based on limited scale…. Login to Read More...
View ArticlePrivate Debt Intelligence – 11/27/2023

North American PD deal value in energy and utilities sector highest in five years Private debt deal activity in North America decreased in 2023 as aggregate deal value fell to $42.3bn in 2023 year-to-date (YTD) from $172.5bn in 2022…. Login to Read More...
View ArticleLeveraged Loan Insight & Analysis – 11/27/2023

BDC credit quality continues to hold up BDC credit quality held up well across different metrics in the most recent quarter. The weighted average non-accrual rate for public and private BDCs combined slipped to… Login to Read More...
View ArticleMiddle Market & Private Credit – 11/13/2023

Fitch’s Privately Monitored Middle Market Portfolio Overview, 3Q23 Fitch expects revenue growth to moderate to the mid-single digits in 2023 after two strong years of double-digit growth following normalization after the pandemic, given a slowing economy and limited M&A…. Login to Read More...
View ArticleLeveraged Loan Insight & Analysis – 11/13/2023

BDC debt valuations increase in 3Q23 BDC debt valuations climbed across the board in 3Q23, with riskier debt outperforming as hopes of an economic soft landing increased…. Login to Read More...
View ArticleBeginning in July 2022 The Lead Left published a series of articles on credit market. This report consolidates those articles.
Cov-lite trends Inflation & rising interest rates – LIBOR to SOFR transition Mega-tranche uni trend ESG takes center stage Login to view interactive report and download PDF version. … Login to Read More...
Beginning in September 2021 The Lead Left published a series of articles on supply chain. This report consolidates those articles.