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LIBOR is phasing out. What does that mean for investors?
The London Interbank Offered Rate (LIBOR) is one of the world’s most widely used interest rate benchmarks. The transition away from LIBOR is a dynamic…
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2022 Capital Markets Outlook
Cov-lite trends Inflation & rising interest rates LIBOR to SOFR transition Mega-tranche uni trend ESG takes center stage
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Full speed ahead: Private credit outlook 2022
As investment managers reflect on an incredibly productive 2021, many are now looking ahead to 2022. What will the new year bring? With a measure…
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Supply Chain Blues
Beginning in September 2021 The Lead Left published a series of articles on supply chain. This report consolidates those articles. Supply Chains and Labor Examined…
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After swift recovery in U.S. and European private credit markets, where should investors look next?
As we are seeing economies across the U.S. and Europe recover from the pandemic, the credit markets are no exception. Though we see similar recovery…
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2H 2021 Midyear Outlook Report
Economic and Market Overview Broadly Syndicated Market-Observations A View on Private Credit
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2020 – A Year of Surprises
Beginning in January 2021 The Lead Left published a series of articles on the five biggest private capital surprises of 2020. This report consolidates those…
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SPACs – A Primer
Beginning in November 2020 The Lead Left published a series of articles on special purpose acquisition companies (SPACs). This report consolidates those articles. SPACs: Colorful…
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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…