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Private credit is not overcrowded — there is four times as much private equity dry powder
5 years ago
With much negative reporting around private credit, our columnist debunks oft-heard complaints -
The manager, not the market, decides value in direct lending
5 years ago
Mid market loan spreads are contracting, but that’s a reflection of low volatility not excess cash -
PE hold periods have shrunk but fast acquisitions can lead to botched integrations
6 years ago
Buyout multiples are likely to stay high – but moving fast and specialising can help firms make money -
Bubble-watchers cite the popularity of leveraged lending as evidence against it
6 years ago
Growth in direct lending has been strong — but the sector is tiny compared to equities or bonds -
No one knows when the next downturn will come, but for now we can hope for a soft landing
7 years ago
Our columnist, Churchill Asset Management's Randy Schwimmer, addresses the question that is baffling credit market participants: exactly where are we in the credit cycle? -
With the right connections, you can find attractive loans
7 years ago
Demand for middle market loans has been huge, so why have spreads widened? Our columnist and Churchill Asset Management's head of origination Randy Schwimmer explains all -
Inflation is seeping in and leverage is rising like helium
7 years ago
The Fed is keeping close tabs on any signs of inflation in consumer products. But there are signs of an inflationary bubble in the credit market -
Keep feeding the beast and you just might get bitten
7 years ago
Middle-market direct lenders are both suppliers and consumers of capital – and they risk hurting themselves when loan terms loosen -
After high yields? Then understand the higher risks
8 years ago
Direct lenders with higher yield targets must be aware of the different risk profiles involved -
Where Europe’s real direct lending opportunity lies
9 years ago
Europe’s mid-market loan business is opaque, illiquid and tough to operate in. That’s not stopping big managers from piling in
10 results found Showing page 1 of 1
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