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Leveraged Loan Insight & Analysis - 10/23/2023

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US market unitranche spreads decreased in 3Q23 In 3Q23, US unitranche blended spreads declined for the second straight quarter. The average unitranche blended spread, including both middle market and large corporate deals, was 625bp in 3Q23, 29bp lower than 2Q23’s average. This aligned with Refinitiv LPC’s 4Q23… Subscribe to Read MoreAlready a member? Log in

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Chart of the Week: Novo Nordisk Effect

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Blockbuster drugs Ozempic and Wegovy are driving Denmark’s manufacturing production. Source: Apricitas Economics(Past performance is no guarantee of future results.)

Private Debt Intelligence - 10/23/2023

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Private debt dry powder at all time high  The post-pandemic monetary environment has spurred the growth of the global private debt industry. Assets under management, standing at $1.6tn as of March 2023, almost doubled compared to the end of 2019…. Subscribe to Read MoreAlready a member? Log in here...

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Letter from Copenhagen

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After our stop in Stockholm last month to visit investor clients with our Nuveen and Arcmont colleagues (and after our scheduled meetings in Finland were postponed by a baggage handlers’ strike at Helsinki-Vantaa airport), we gathered at Copenhagen’s Hotel d’Angleterre for an event showcasing alternative strategies.  The Nordics share several similarities – the “Nordic model”…

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Davos at the Delamar

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As master of ceremonies at last week’s Greenwich Economic Forum, your correspondent had a ring-side seat at the event’s sixth annual gathering at the Delamar Hotel in Greenwich, CT. The list of speakers read like a Who’s Who of Nobel-prize winning thought-leaders in business, economics, and investments. It was hard not to be overwhelmed by […]