Chart of the Week: Up and To the Right
Oman’s economy is expected to increase steadily through the end of the decade Source: Statista
TheLeadLeft
Letter From Oman
Our first visit to Oman last week was remarkable in several respects. We were reminded again how regional countries – whether in Europe, Asia, or MENA – can be so similar yet so different. Oman, like Saudi Arabia, Kuwait, Qatar and the UAE, is a monarchy, yet is unique in being a sultanate. It is…
Already a member? Log in here
KBRA Direct Lending Deals: News & Analysis – 9/29/2025
KBRA DLD Default Indices(TTM 9/29/25) (Past performance is no guarantee of future results.) Contact: Eric Rosenthaleric.rosenthal@kbra.com
LevFin Insights: High-Yield Bond Statistics – 9/29/2025
Launched Volume Source: LevFin Insights New-issue Yields Source: LevFin Insights Weekly Fund Flows Source: Lipper (Past performance is no guarantee of future results.) Contact: Robert Polenbergrobert.polenberg@levfininsights.com
Leveraged Loan Insight & Analysis – 9/29/2025
US CLO issuance increases to US$53bn in 3Q, driven by strong MM/PD issuance New-issue US CLO volume amounted to US$53bn in 3Q25 via 106 deals, up 2% from 2Q25’s US$52.1bn and 34% from 3Q24’s US$39.6bn, marking the highest quarter since 4Q24…. Subscribe to Read MoreAlready a member? Log in here...
Already a member? Log in here
Debtwire Middle-Market – 9/29/2025
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 11.8% as of 26 September) that tracks the overall performance of publicly traded business development companies (BDCs, are lenders to privately held middle-market businesses…
Already a member? Log in here
Covenant Trends – 9/29/2025
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 – 9/29/2025
U.S. Private Credit: Sizing Up Defaults Click here to download report. Small issuers generating less than $25 million EBITDA defaulted at more than double the rate of larger issuers in Fitch Ratings’ Private Credit Default Rate (PCDR) universe during the trailing twelve months (TTM) to 2Q25…. Subscribe to Read MoreAlready a member? Log in here...
Already a member? Log in here
The Pulse of Private Equity – 9/29/2025
PE exit/investment ratio Download PitchBook’s Report here. Sponsor-to-sponsor exit activity dipped on an absolute basis in Q2, along with the moderate decrease in total quarterly exits, but maintained its majority share of middle-market exit activity…. Subscribe to Read MoreAlready a member? Log in here...
Already a member? Log in here
PDI Picks – 9/29/2025
Notes from New York What’s on the minds of private debt professionals? Regulation, market conditions and distressed debt all had an airing at our recent industry event. We noted a few talking points from our recent PDI Network New York Forum: Private markets is in a “deregulatory environment”, according to Jillien Flores, chief advocacy officer…
Already a member? Log in here