Chart of the Week: Price Chopper
Since the Volcker Shock of 1980 consumer prices have fallen to a range of 2-3%.
TheLeadLeft
Private Debt Intelligence – 3/8/2021
IPE Real Assets – Real Estate & Infrastructure Fundraising Real Estate Fundraising Real estate fundraising activity started at a slow pace in 2021. So far in 2021 (as t 10th March 2021) just 34 funds have been closed raising $15bn. In terms of capital raised, Q1 2021 has registered the lowest figures since Q1 2013….
Already a member? Log in here
Loan Stats at a Glance – 3/8/2021
Contact: Marina Lukatskymarina.lukatsky@spglobal.com
PDI Picks – 3/8/2021
The allure of Asia Pacific Investors have set their sights on the region, perhaps noting the tightness of the documentation. Past research by Private Debt Investor has found Asia Pacific only accounting for around 5 percent of global private debt fundraising, with capital committed to the region a drop in the ocean compared with North…
Already a member? Log in here
The Great Reception: Capital Markets
We continue our special series on The Great Reception, a year that’s welcoming all investors. This week we look at the capital markets: funds flow, asset behavior and deal quality. With each passing day, the light at the end of the COVID tunnel grows brighter. That newfound optimism has put upward pressure on interest rates. […]
Leveraged Loan Insight & Analysis – 3/1/2021
US$480.5m of defaulted loan debt in the retail andsupermarkets sector held in active U.S. CLO collateral There was US$480.5m of defaulted loan debt from 14 different borrowers in the retail and supermarkets sector that was held in active US CLOs as of the end of January. However, only two issuers accounted for three fourths of…
Already a member? Log in here
Covenant Trends – 3/1/2021
Distribution of Synergies & Cost Savings EBITDA Addback Time Horizons (for Actions Resulting in Addbacks) Contact: Steven Miller
The Pulse of Private Equity – 3/1/2021
More nuance around first-time funds Download PitchBook’s Report here. Past PitchBook research has found statistical outperformance for first-time PE funds compared to follow-on funds. That note was one among many studies that arrived at the same conclusion: first-time funds tend to do relatively well, for a variety of reasons. PitchBook just released a follow-on note (so…
Already a member? Log in here
LevFin Insights: High-Yield Bond Statistics – 3/1/2021
Source: LevFin Insights Source: LevFin Insights Source: Lipper (Past performance is no guarantee of future results.) Contact: Robert Polenberg robert.polenberg@levfininsights.com
