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Whether you manage your portfolio in-house or through external advisors, our expertise guides you through the entire credit cycle, from investment-grade and high-yield securities to loans, including broadly syndicated, private credit, and CLOs. We help investment professionals spot short-, medium-, and long-duration opportunities through our award-winning research, covenant analysis, and timely news and data.

  • If you manage part or all of your portfolio externally, ensure your managers stay accountable with our independent research, impactful news coverage, and trusted covenant expertise.

  • Risk Management: Identify and mitigate financial risks across portfolios, utilizing targeted credit quality assessment to effectively manage counterparty credit risk and enhance strategy execution.

  • Investment Selection: Research investment opportunities and recommend strategies to optimize asset allocation while maintaining oversight of the investment process.

  • Performance Monitoring: Review portfolio performance, analyze financial statements, and compile detailed reports to ensure alignment with strategic objectives and policy compliance.

  • Investment Insights: Access comprehensive research and analysis on various sectors and market conditions to enhance your insurance investment strategies.

  • Credit Reports: Utilize detailed credit reports and recommendations to make informed decisions on buy, hold, or sell strategies specific to insurance portfolios.

  • Market Updates: Receive timely updates on market trends and economic indicators that could affect your insurance firm’s financial health.

  • Portfolio Optimization: Track investment opportunities and leverage strategic insights to support insurance asset allocation and risk management decisions.

  • In-Depth Research: Rigorous, independent research on individual securities, industries, and economic trends.

  • Credit Analysis: Detailed credit assessments and ratings that help you evaluate the creditworthiness of issuers.

  • Data and Tools: Access to proprietary data, financial models, and analytical tools to support your analysis.

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  • Risk Monitoring: Proactively identify and mitigate potential risks using our comprehensive watchlist dashboard and real-time alerts.

  • Risk Assessment: Utilize our detailed analysis to thoroughly assess and manage risks within your investment portfolio.

  • Covenant Analysis: Conduct in-depth covenant analysis and compare contractual agreements with our industry-leading tools.

  • Data and Tools: Harness our advanced risk management tools to closely monitor credit deterioration, rating changes, and overall portfolio health.

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AI powered lender Upstart consumer loan sales
US Private Credit: AI-powered lender Upstart to sell Centerbridge $1.2bn of consumer loans over two years

US Private Credit: AI-powered lender Upstart to sell Centerbridge $1.2bn of consumer loans over two years

April 24, 2026
APAC Insurance Private Credit Exposure
APAC Insurance: Private Credit Exposure

APAC Insurance: Private Credit Exposure

April 21, 2026
Regional Banks 1Q26 Earnings Round up
Regional Banks: 1Q26 Earnings Round-up

Regional Banks: 1Q26 Earnings Round-up

April 20, 2026
U.S. Liability Management Transactions: Quarterly Update Through Q1 2026 and Primer

U.S. Liability Management Transactions: Quarterly Update Through Q1 2026 and Primer

April 16, 2026
U.S. Banks 1Q26 Earnings Themes to Watch
U.S. Banks: 1Q26 Earnings Themes to Watch

U.S. Banks: 1Q26 Earnings Themes to Watch

April 13, 2026
The Official Covenant Review Plain English Leveraged Finance and Special Situations Glossary

The Official Covenant Review Plain English Leveraged Finance and Special Situations Glossary

April 10, 2026
US LL Quarterly: AI fears, Iran conflict disrupt loan market in Q1 after hot start

US LL Quarterly: AI fears, Iran conflict disrupt loan market in Q1 after hot start

April 8, 2026
Vista Land CFO Meeting Takeaways
Vista Land: 6 Takeaways from Meeting with CFO

Vista Land: 6 Takeaways from Meeting with CFO

April 2, 2026
GLP Window Guidance and Recent Events
GLP: “Window Guidance” & Thoughts on Recent Events

GLP: “Window Guidance” & Thoughts on Recent Events

April 2, 2026
Chinese Banks FY25 NIM Relief Asset Risks Linger
Chinese Banks FY25: NIM Relief, Asset Risks Linger

Chinese Banks FY25: NIM Relief, Asset Risks Linger

March 31, 2026

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