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Private credit loss rates don’t support draconian headlines

Direct lending loss rates compare favorably to much of the leveraged finance market, as this week’s chart shows.

Private credit attractive to sponsors and investors

Private credit has become PE sponsors’ primary source of financing for LBOs and M&A activity as the asset class becomes increasingly mainstream.

Private CRE lending: Opportunities to seize and risks to avoid

Our Chief Market Strategist examines the latest opportunities in private senior secured CRE lending.

Private CRE debt offers a hefty yield premium to cash

This week’s chart looks at private CRE debt’s notable yield premium to cash, even as cash yields are elevated.

Private and public company earnings taking divergent paths

This week’s chart looks at a shifting opportunity set as the private middle market shines while small cap company earnings remain challenged.

Price gains dwindle, leaving little for FI investors

Paltry income, little price appreciation leave fixed income investors in a bind. Our chart breaks down Agg returns, outlining potential trouble ahead.

Post-election bounce? CRE lending as the storm clouds start to clear

Post-crisis environments may be attractive times to originate CRE loans.

Plunging earnings sentiment a sign of more volatility ahead?

How far will earnings growth plummet? Our chart looks at analyst sentiment as coronavirus-driven uncertainty rises and impacts investors.
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