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Commentary

Why ESG Matters (First of a Series)

By THE LEAD | March 30, 2022

Last weekend, we took our eight-year-old daughter to the library to get books on her school reading list. (The “Ready,…

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The Market Now (Last of a Series)

By THE LEAD | March 23, 2022

While the war in Ukraine grinds along amid depressing headlines, investors of all stripes are settling into the view that…

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The Market Now (First of a Series)

By THE LEAD | March 15, 2022

It was almost a clean getaway. Two years almost to the day since it emerged, Covid was crumbling. The combination…

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2022 Capital Markets Outlook (Fourth of a series)

By THE LEAD | March 10, 2022

This week Churchill’s Carol Loundon, managing director, underwriting and portfolio management, joins her colleagues Kelli Marti and Jessica Nels as…

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2022 Capital Markets Outlook (Third of a series)

By THE LEAD | March 3, 2022

This week Churchill’s Kelli Marti and Jessica Nels continue their special series on the capital markets outlook for 2022 [link]…

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2022 Capital Markets Outlook (Second of a series)

By THE LEAD | February 24, 2022

Churchill’s Kelli Marti and Jessica Nels continue their commentaries related to the firm’s 2022 Capital Markets Outlook [link]: From loan…

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2022 Capital Markets Outlook (First of a series)

By THE LEAD | February 16, 2022

In our 2022 Capital Markets Outlook, we discussed expectations for the year ahead. Topics included covenant-lite loans, inflation and rising…

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“Slower, But Still Pretty Fast”

By THE LEAD | February 9, 2022

We caught up recently with our chief investment strategist at Nuveen, Brian Nick, for a conversation on markets and the…

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Risky Loans? Think Again

By THE LEAD | February 1, 2022

For private capital veterans, the recent spate of market volatility is another opportunity to show strength relative to public asset…

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Lead Left Presents: M&A Outlook for 2022 (Last of a Series)

By THE LEAD | January 27, 2022

Last week we held our first “Lead Left Presents” webinar attended by over 500 registrants. The topic, M&A Outlook for…

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