TheLeadLeft
Loan Stats at a Glance – 11/30/2015
Contact: Daniel Mena daniel.mena@spcapitaliq.com
Markit Recap – 11/23/2015
Military tension with Turkey has sent Russia’s CDS spread wider this morning but Russia’s apparent rapprochement with the west has seen investors treat Russian bonds in a much brighter light. After spending the first three months of the year in purgatory due to the continuing fighting in East… Subscribe to Read MoreAlready a member? Log
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Report from the Front
Valentine’s Day is still months away, but for early planners we pass along the following: The world’s second largest diamond was discovered in a mine in Botswana last week. Weighing in at 1,111 carats, the giant gem is the size of a tennis ball. One expert reported it had “the potential to be one very…
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Leveraged Loan Insight & Analysis – 11/25/2015
Loan mutual fund & ETF assets under management (AUM) finished October at $127 billion, their lowest level since June 2013, as investors continued to pull money from these funds and loan prices shifted lower. Loan funds AUM is down over 10% this year, and is now 27% off the record high of $174 billion set…
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Lead Left Interview – Mickey D. Levy (Part 2)
This week we continue our conversation with Mickey D. Levy, chief economist of the Americas and Asia, Berenberg Capital Markets. Mickey is a long-standing member of the Shadow Open Market Committee and conducts research on a wide range of global economic, financial and policy issues. Second of two parts – View part one The Lead Left: Separate from…
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The Pulse of Private Equity – 11/23/2015
Canadian Deal Flow Strong, Bolstered by Investor Interest in Middle Market Canadian private equity activity has remained heightened throughout 2015, driven by strong numbers from the main hubs of investment, Ontario and British Columbia. Through 3Q 2015, 238 transactions worth C$37.3 billion have been… Subscribe to Read MoreAlready a member? Log in here...
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Chart of the Week – In Recovery
Counterintuitively, recent data from an S&P study show recoveries for first-lien term loans improved only modestly with additional debt capital below them.