TheLeadLeft

There’s a New Tariff in Town (First of Two Parts)

Published by on

This week we look at questions from clients and friends surrounding the issue of tariffs. Not surprisingly, as we’ve discovered in our recent travels,  interest in the topic has accelerated (see our Chart of the Week).  The origin of the word is obscure. By one account, it derives from the Arabic “ta‘rif,” meaning “notification” or…

Subscribe to Read More
Already a member? Log in here
Letter from Down Under (First of Two Parts)

Published by on

In our travels last month to Perth, Melbourne, and Sydney, we had over twenty meetings with clients and friends that included superannuation funds, wealth management firms, financial advisory and consultants, and private banks. As we discovered in other locales, private credit continues to gain in acceptance there as a valuable alternative to liquid assets, both […]

Debtwire Middle-Market – 4/28/2025

Published by on

Source: VanEck BDC Income ETF, BofA Merrill Lynch US High Yield Effective Yield The blue line in the chart is the current dividend yield of the *VanEck BDC Income ETF (currently at 11.5% as of 28 April, down from  four-year peak  of 12.8% on 8 April) that tracks the overall performance of publicly traded business development…

Subscribe to Read More
Already a member? Log in here
Covenant Trends - 4/28/2025

Published by on 0

Distribution of Accordion F&C Tranche EBITDA Grower Caps (L3M) (Past performance is no guarantee of future results.) Contact: Steven Miller smiller@covenantreview.com

Middle Market & Private Credit – 4/28/2025

Published by on

BDCs Face New Headwinds but Limited Direct Exposure to Tariff Sectors Click here to learn more. The recent escalation in the global trade war and resulting uncertainty across the market introduced additional headwinds for business development companies (BDCs) and private credit in the near term…. Subscribe to Read MoreAlready a member? Log in here...

Subscribe to Read More
Already a member? Log in here