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Hayfin Expects Private-Debt M&A; BI on Ozempic Risks
Private-debt firms are set to consolidate as larger companies dominate deal flow, according to Marc Chowrimootoo, portfolio manager at Hayfin Capital…
2 years, 5 months ago
Commercial Real Estate Time Bomb; Leisure Opportunity
Commercial real estate faces a tough 2024 as trillions of dollars in debt comes due and refinancing gets harder, according to Neil Callanan, corporat…
2 years, 5 months ago
Private Debt ‘Tourists’ May Do Bad Deals; Bank Outlook
New entrants to the rapidly-growing private credit market, scrambling to deploy capital as demand exceeds supply, risk making loans that don’t perfor…
2 years, 6 months ago
Private Credit 2024 Outlook; Asean Bank Resilience
Private credit will hog the limelight in 2024, with ever-larger deals and continued expansion, even as high rates and a slowing economy add risks. To…
2 years, 6 months ago
KKR Sees Credit Stress, Not Armageddon; BI on India
More companies will default on their debt next year because of higher rates and slower earnings, but there won’t be a widespread crisis, says Christo…
2 years, 6 months ago
Mark Attanasio Talks Private Debt, Sports; BI on Cable
Private credit offers double-digit returns with structures that can reduce risk, just as increased competition boosts secondary trading options, says…
2 years, 7 months ago
Chicken-Finger Billionaire Unmasked; Health Care Woes
When fast-food chain Raising Cane’s tapped the US capital market this month, it revealed a $7.6 billion fortune held by CEO Todd Graves. Strong deman…
2 years, 7 months ago
Federated Sees Private Debt Red Flags; AT1 Boom
Private credit’s rapid growth and lack of transparency are concerns to be monitored as funding costs jump, says Fraser Lundie, head of fixed income a…
2 years, 7 months ago
WeWork Bust Shows Hazards of Love; China Chips War
WeWork Inc. — known for free-flowing booze and a fleeting $47 billion valuation — declared bankruptcy just two years after going public. This caution…
2 years, 7 months ago
Apollo Says Lean In to Private Debt; Pensions Boost
Private lending is the best opportunity in debt markets today, says Tristram Leach, co-head of European credit at Apollo Global Management. “If I had…
2 years, 8 months ago