Fresh Meat

Loans involving new financings, not just repricings, represented 72% of all 1Q middle market sponsored transactions.

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Private Debt Intelligence – 4/10/2017

Q1 2017 Private Debt Fundraising

After a sluggish start to 2016, private debt fundraising saw a huge acceleration in pace over the year, and secured a record $50bn of investor capital in the final quarter of the year. While the opening quarter of 2017 failed to match this activity, momentum has nonetheless continued into the year with fundraising expected to maintain or increase this pace in the coming months…

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Markit Recap – 4/3/2017

Many names have a certain kind of notoriety in the CDS market. TXU, Hellenic Republic and more recently iHeart – all posed significant challenges to the efficacy of the CDS product.

Another prime example is Novo Banco. The Portuguese name was created as a “good bank” in the restructuring of Banco Espirito Santo in August 2014. This was immediately prior to the introduction of the ISDA 2014 definitions in September of that year. The good bank/bad bank split highlighted some of the flaws in the 2003 definitions: namely senior debt restructurings triggering subordinated CDS and ambiguity around state bail-out of financials…

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