Featuring Charts
Chart of the Week: Value Shopping
Recent concerns about rising rates and a possible recession has weighed on public equity multiples.
Read MoreChart of the Week: No Safe Havens
Since year-end 2021, previously performing sectors have seen selloffs in public equities.
Read MoreChart of the Week: “Been Down So Long…”
While the Fed may push rates up to 3%, that’s nowhere near historic highs.
Read MoreChart of the Week: Recipe for a Slump
Public equities have been down double-digits in 2022 for a variety of reasons
Read MoreChart of the Week: What Recession?
Real GDP was higher at the end of the mild 2001 downturn than it was at the beginning.
Read MoreChart of the Week: Hikes and Likes
Certain sectors are expected to fare better than others in a rising rate environment.
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Features
Leveraged Loan Insight & Analysis – 6/20/2022

BDC portfolio company earnings outlook for 2022 weakens The outlook for BDC portfolio company earnings has weakened in recent months, according to the Refinitiv LPC BDC Outlook June Survey. With companies facing higher costs in the current inflationary environment and heightened fears around slowing economic growth, survey respondents say that the biggest challenge facing BDCs
View ArticleThe Pulse of Private Equity – 6/20/2022

A very slow start for exits Download PitchBook’s Report here. PitchBook’s latest US PE Middle Market Report shows a big drop-off in middle-market exit activity. Only 175 exits were completed in the first quarter, many of which probably started in late 2021. That’s a low number even by pre-COVID standards. When you take out the second
View ArticlePrivate Debt Intelligence – 6/20/2022

Venture debt funds ready to step in Venture debt is a niche product that could serves as an alternative fundraising option for high growth companies, particularly in the technology sector, that may be struggle over the next few years given the correction underway in technology stocks and venture capital. A total of $15bn has been
View ArticlePDI Picks – 6/20/2022

Tough talk on DE&I LPs are now asking questions of their managers, who, in turn, are waking up to the impact of diversity on performance. Private debt is still at the beginning of its DE&I journey. According to Diversity Review in Corporate Credit, a 2020 paper by specialist credit recruitment company Waterman Stern, just 14
View ArticleLeveraged Loan Insight & Analysis – 6/13/2022

Lower rated credits post largest declines in secondary market Risk assets have come under renewed pressure in recent days as rising inflation has prompted expectations of a more aggressive monetary tightening by the Federal Reserve. Though equities and high yield bonds have been hit more severely, leveraged loans have not escaped market pressure with the
View ArticleCov-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. ...
Beginning in September 2021 The Lead Left published a series of articles on supply chain. This report consolidates those articles.
Beginning in March 2021 The Lead Left published a series of articles on reflation and inflation. This report consolidates those articles.