White paper
The Great Unwind
Beginning in July 2022 The Lead Left published a series of articles on credit market. This report consolidates those articles. Welcome to the Precession! QT…
Economic outlook
Publication
PDI Roundtable – Private debt prepares to ride out the storm
The U.S. economy has seen headwinds grow considerably over the past year as the post-covid boom subsided. Inflation is at a multi-decade high, supply-chain disruption…
Private capital call
July 2021 – Avy Stein, Founder and Chairman, Cresset Capital
Avy, it’s a distinct honor having you join us on Private Capital Call. 1. Pandemic Perspective. As a long-time private equity investor and keen market observer,…
White paper
2H 2021 Midyear Outlook Report
Economic and Market Overview Broadly Syndicated Market-Observations A View on Private Credit
Private capital call
May 2021 – Brian Roelke, Chief Investment Officer, Kuvare Holdings
Brian, it’s a real pleasure having you join us on Private Capital Call. 1. Pandemic Environment. You led private capital at Nuveen for five years,…
Publication
PDI – Expert Q&A with Randy: The Big Bounce Back
A high-velocity vaccine rollout, $1.9trn stimulus package and a year of pent-up consumerism mean the future is bright for US mid-market direct lending, says Churchill…
Private capital call
Wonder what expert investors think of private credit? We ask David Scopelliti, the global head of private credit at Mercer.
David, thank you for joining us for our inaugural installment of Private Capital Call – a monthly Q&A with top thought leaders in private capital.…
Video/Podcast
Fran, Dan, and Ran Show (Part I): Capital Markets 2021 – COVID Impact and Outlook
What were the biggest fears and surprises in private debt during the height of the pandemic, and what is the economic outlook for 2021? Churchill’s…
White paper
2021 predictions for private markets
One of the many lessons of 2020 was that the world of COVID-19 inhabited a parallel but different universe than the global markets. It certainly…