Consumer giants' portfolio overhaul pushes M&A to near-record highs
Unilever leads consumer giants’ retreat from underperforming categories; dealmakers shift attention toward fast-growing categories in beauty, health and wellness

Dispersion is creating value in credit despite tight spreads – PIMCO
PODCAST: While index spreads remain tight, dispersion is quite elevated, which rewards those who do the credit work, says Lotfi Karoui, multi-asset credit strategist at fixed-income behemoth PIMCO, on the latest episode of Credit Exchange with Lisa Lee

Lenders line up to join Barclays on Persistent Systems-Nagarro acquisition loan
SBI, HSBC, Citi, and MUFG may join syndicate; deal valued at USD 1.4bn, with EUR 81 per share offer price

Credit funds at a glance – July 2026
Our roundup of top performers, fundraising and moves in credit

Co-head of Permira Credit says to brace for more complex, late-cycle environment
PODCAST: While the market is clearly late in the credit cycle, it is not yet obviously at the turning point, Ariadna Stefanescu, co-head of Permira Credit tells Lisa Lee on on the latest episode of Credit Exchange

AI outlook one of several key macro calls for investors – BlackRock midyear forecast
‘Scarcity versus abundance’ forms the key theme for the BlackRock Investment Institute midyear global outlook, which was published on Tuesday following the institute’s two-day forum earlier in June

Bain Capital's head of European credit says he’s still a strong believer in services
PODCAST: Speaking with Lisa Lee on the latest episode of Credit Exchange, Gauthier Reymondier says he is still a “strong believer” in the European services sector

Carlyle’s deputy CIO of credit says inflationary cost pressures starting to emerge
PODCAST: Inflationary impacts are beginning to emerge and are hard to ignore, although they remain manageable for now, according to Carlyle's deputy CIO of global credit Alex Chi on the latest episode of Credit Exchange

Rate market dispersion and divergence is the theme for this year: El-Erian
Speaking at this year’s Global ABS conference, Allianz’s chief economic adviser and the former CEO of PIMCO Mohamed El-Erian said the most important issue currently facing the market is the sources and uses of funds

Credit funds at a glance – June 2026
Our roundup of top performers, fundraising and moves in credit

Barings reorganises leadership team, taps new president
Barings President Eric Lloyd is transitioning to the role of vice chairman

BCA’s chief geo-macro strategist says Iran war could result in surprisingly aggressive rate hiking cycle
PODCAST: Speaking with Lisa Lee on the latest episode of the Credit Exchange podcast, macro and geopolitical expert Marko Papic says there are a number of inflationary elements coming together that could lead to more aggressive action than previously expected by the Fed and other central banks

First Eagle taps AlbaCore alum for alternative credit product sales
Edward Berry joins as a managing director in London and will help distribute the firm’s alternative credit products, including those under the Napier Park brand

AI is reshaping capital markets, say Milken confab attendees
Artificial intelligence will be the most transformative technology of our lifetime, reshaping everything, including capital markets. This was the dominant prediction at the annual Milken Global Conference 2026

Credit funds at a glance – May 2026
Our roundup of top performers, fundraising and moves in credit

UK public M&A rides scale wave as clouds obscure macro outlook – White & Case’s Patrick Sarch, with John West – podcast
While deal volumes reach significant highs in the UK, the numbers are largely being driven by big deals with expensive price tags. But these big-ticket transactions may not be the tide that lifts all boats, says White & Case’s Patrick Sarch, speaking with Mergermarket's John West

Wellington’s macro strategist says China may come out as a winner from the oil shock -- podcast
With global economies adjusting to the oil shock from the Iran war, it is China that has shown surprising resilience, says Juhi Dhawan, macro strategist at Wellington Management, on the latest episode of the Credit Exchange podcast with Lisa Lee

European M&A faces 1H hangover with Iran-impacted earnings – Continental Drift
Megadeal run undiminished by Middle East conflict; cocktail of risks threatens almighty headache if equity party ends

Iran war, AI to present lasting challenges – Apollo’s Tristram Leach
EXCLUSIVE: The current global macroeconomic environment presents real and imminent challenges to navigate alongside opportunities, Apollo’s Tristram Leach at the second day of the Creditflux CLO Symposium 2026 

Credit funds at a glance – April 2026
Our roundup of top performers, fundraising and moves in credit

Luxembourg embraces fund tokenisation to court retail investors but concerns over centralised EU supervision linger
Grand Duchy emphasises innovation stance; concerns EU oversight may slow innovation

Apollo’s head of investments Europe says private credit is going through a rite of passage
PODCAST: Speaking on the latest episode of the Credit Exchange podcast with Lisa Lee, Apollo’s head of investments Europe Tristram Leach says he believes direct lending will continue to grow – but it needs to go through a period where there are elevated redemptions in the market

Muzinich appoints Tatjana Greil Castro as global head of investments
The privately-owned corporate credit specialist has also appointed Thomas Samson as global head of high yield and Hugo Wheeler as head of global accounts and marketing

Napier Park’s CIO says firm has stockpiled cash to buy mispriced assets
PODCAST: The alternative asset manager, which oversees USD 40bn in AUM, has been prepping for a repricing of financial assets that predates the Iran war and the software crisis, according to its Chief Investment Officer, Jonathan Dorfman, speaking on the latest episode of Credit Exchange with Lisa Lee

Sponsors reshaping Europe’s chemicals sector add Iran fallout to buyout risks – Dealspeak EMEA
As concerns over European feedstock prices grow amid the fallout from war in the Middle East, the burning question is whether sponsors will continue to reshape the chemicals industry as they have over the past year, with the wave of private equity investment across Europe’s embattled sector names having shaken up an industry traditionally moulded by strategic players