US Strategy: Private Credit 101 Slides
Executive Summary We were asked to present to a group of government officials in Washington…
Sara LawalMay 17, 2024
US HY vs. Lev Loan Fundamentals Comparison (4Q23)
Executive Summary: We provide an update to our US HY vs Leveraged Loan comparison for…
Sara LawalMay 10, 2024
FOMC Quick Take May 2024
Executive Summary: The Fed held its policy rate steady at 5.25-5.50%, as widely expected. The market…
Siobhan HodsonMay 3, 2024
Thames Water (Kemble): Uncharted Waters
Thames Water's funding negotiations falter amid regulatory pushback. Negotiations to smooth the injection of a…
Siobhan HodsonApril 5, 2024
Altice France: Screens Painted Red by SFR
Executive Summary Never much trusted by the HY market, Patrick Drahi’s Altice team plumbed new…
Siobhan HodsonMarch 22, 2024
Altice France Bonds Continue to Slide as Advisors Size Up Mandate Opportunities; Drahi Burning Bridges with Bond Investors, Says ÂÒÂ׶ÌÊÓƵ
Our reporters examine the impact of Altice France's aggressive new stance. Altice France's bonds…
Siobhan HodsonMarch 21, 2024
Bestwall: The Texas Two-Step Gets Political
Executive Summary This note explores how Bestwall LLC, a Georgia Pacific subsidiary with over 64,000…
Siobhan HodsonJanuary 26, 2024
SVB: Update on Bankruptcy Progress
Executive Summary In this note we provide an update on certain activity in the SVB…
Siobhan HodsonDecember 15, 2023