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Citi Warns of Private Debt Risk as ‘Tourists’ Are Forced to Sell
Rookie private lenders that have to sell in a downturn are a potential threat to credit markets, according to Citi. “If the cycle turns and these tou…
2 months ago
Sycamore Tree Tips Chemicals in Iran Jam
Middle East shipping disruptions are boosting US companies bruised by cheap Chinese supply, according to Sycamore Tree Capital Partners. “It really s…
2 months, 1 week ago
Davidson Kempner Sees a $770 Billion Stressed Debt Opportunity
US companies with $770 billion in loans are hitting a wall as interest rates stay elevated, according to Davidson Kempner. “We’re in year three of wh…
2 months, 2 weeks ago
BDC Bond Bust Creates Opportunity for $622 Billion Asset Manager MFS
A retail exodus from business-development companies has dragged their debt to levels that are starting to look attractive, according to MFS Investmen…
2 months, 3 weeks ago
PGIM Sees 'Chilling Effect' on Private Credit From BDC Storm
Business development company turmoil is making direct lenders cautious on corporate debt risk, according to PGIM, which oversees more than $200 billi…
2 months, 4 weeks ago
European PE Giant Permira Looks to Buy Beaten Up Software Loans
The plunge in software debt creates opportunities to buy cheap loans from companies that will survive AI disruption, according to Permira Credit. “Th…
3 months ago
BDC Veteran Expects Private Credit Fund Stress as Banks Pull Back
A bank retreat from private credit piles pressure on business development companies already reeling from a wave of redemptions, according to SLR Inve…
3 months, 1 week ago
Third Point Is Looking to Buy as Others Sell Amid Rising Turbulence
Third Point is getting ready to scoop up credit assets that others have to sell to raise liquidity as cracks in the market spread. “This is probably …
3 months, 2 weeks ago
How to Position for a Long War in Iran
Consumer discretionary companies are at risk of downgrades and default if the war in the Middle East drags on, according to Bloomberg Intelligence. “…
3 months, 3 weeks ago
Capital Group Spies High-Yield Software Opportunity in Debt Meltdown
Fear of software defaults amid AI disruption creates opportunity for high-yield debt buyers, according to Capital Group, which has $3.2 trillion unde…
3 months, 3 weeks ago