Chart of the Week: The Comeback Kid
Since the 2021 peak, global M&A activity has been on the rebound. Source: LSEG
Since the 2021 peak, global M&A activity has been on the rebound. Source: LSEG
Through Covid and rate hikes, middle market loan issuance has tracked up. Source: LevFin Insights, a Fitch Solutions company
Private credit AUM expected to continue steady growth, driven by direct lending. Source: Fitch Ratings, Preqin
Japan’s long-dated bond yields have moved up sharply so far in 2025. Source: The Daily Shot
Spreads for middle market CLOs are distributed higher than their BSL counterparts. Source: S&P Global Ratings
Since the Fed began its rate hike regime in March 2022, MM CLO activity has grown. Source: PitchBook
Since the early 1800’s, tariff’s share of US government revenues has shrunk dramatically. Source: The Cato Institute
Google searches for “tariff” hit a peak around Liberation Day but have trailed off since. Source: Google Trends
Malaysia’s investment growth lags other ASEAN countries but shows signs of recovery. Source: Department of Statistics, Malaysia. Haver and respective national authorities
Malaysia’s economy grew 5.1% last year, ahead of 2023; 2025 is tariff-dependent. Source: Department of Economics, Malaysia