Commentary
Letter From Kuwait
When we visited friends and clients in Kuwait last November, we noted increased sophistication of institutional and sovereign wealth investors…
Read MoreLetter From Oman
Our first visit to Oman last week was remarkable in several respects. We were reminded again how regional countries –…
Read MoreSwiss Army Knife of Capital (Part Three)
During the recent PDI webinar we were asked, beyond yield, diversification, and deployment, what private credit areas are most vulnerable?…
Read MoreSwiss Army Knife of Capital (Part Two)
Beyond yield, advisors and direct contribution (DC) plans look to private credit for diversification and deployment. These goals are not…
Read MoreSwiss Army Knife of Capital (Part One)
We recently joined several colleagues on an excellent PDI podcast – “New Era of Private Credit” – for a wide-ranging…
Read MoreBack to School (Part Two)
Post-Labor Day market conditions continue to favor credit issuance of all stripes. Rather than being hampered by uncertainty surrounding tariffs,…
Read MoreBack to School (Part One)
Getting our heads back into markets, we reflect this week on the shape of public equities and fixed income. The…
Read MoreRisk On/Risk On (Part Two)
What is coming through clearly in our conversations with credit professionals is that we are in a risk-on world. Somewhat…
Read MoreRisk On/Risk On (Part One)
What’s the state of the US leveraged loan market, and what’s the outlook for the rest of the year? Those…
Read MoreThe Force Awakens – Churchill 2Q Private Equity Survey (Conclusion)
Our recent survey of 164 private equity executives revealed improved confidence in both the M&A environment over the next twelve…
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