
Market Alert: Anti-Coop Language Surfaces in European High Yield
September 29, 20261 min
Read MoreMarket Alert: Anti-Coop Language Surfaces in European High Yield

US/EMEA Insight: Managers seek newer LME protections as software/tech issuers address maturity wall
September 25, 20261 min
Read MoreUS/EMEA Insight: Managers seek newer LME protections as software/tech issuers address maturity wall

AMC Entertainment: Buyer of 1L 5NC2 Down to 8.75%
September 25, 20261 min
Read MoreAMC Entertainment: Buyer of 1L 5NC2 Down to 8.75%

EM Strategy: Best Ideas by Yield Bucket – Sep 2026
September 25, 20261 min
Read MoreEM Strategy: Best Ideas by Yield Bucket – Sep 2026

Italian Banks’ M&A: Spotlight on MPS
September 23, 20261 min
Read MoreItalian Banks’ M&A: Spotlight on MPS

Warner Bros. Discovery / Paramount: Amid Settlement Talks, Where do Things Currently Stand?
September 23, 20261 min
Read MoreWarner Bros. Discovery / Paramount: Amid Settlement Talks, Where do Things Currently Stand?

VW: Whiplash
September 22, 20261 min
Read MoreVW: Whiplash

LFI Relative Value Report: Yield gap between loans and unsecured bonds widens to a 2-year high, but tightens with 1Ls
September 18, 20261 min
Read MoreLFI Relative Value Report: Yield gap between loans and unsecured bonds widens to a 2-year high, but tightens with 1Ls

US Bankruptcy: Texas, Delaware judges take supermajority of bankruptcy cases; SDNY shifts focus to cross-border mega cases – Bankruptcy Data Insights
September 18, 20261 min
Read MoreUS Bankruptcy: Texas, Delaware judges take supermajority of bankruptcy cases; SDNY shifts focus to cross-border mega cases – Bankruptcy Data Insights

China Tech: 2Q26 Wrap and RV Updates
September 18, 20261 min
Read MoreChina Tech: 2Q26 Wrap and RV Updates

European Airports: Analysing Airport Credits (1/3)
September 17, 20261 min
Read MoreEuropean Airports: Analysing Airport Credits (1/3)

US LFI Restructuring Runway Report – September 2026
September 17, 20261 min
Read MoreUS LFI Restructuring Runway Report – September 2026

US Special Situations: Serta excluded lender win casts spotlight on power of minority and holdout creditors in LMEs
September 16, 20261 min
Read MoreUS Special Situations: Serta excluded lender win casts spotlight on power of minority and holdout creditors in LMEs

US HY Picks: September 2026
September 15, 20261 min
Read MoreUS HY Picks: September 2026

Anthropic: Our Thoughts Pre S-1 Filing
September 11, 20261 min
Read MoreAnthropic: Our Thoughts Pre S-1 Filing

US Insight: BSL Takeouts of Direct Loans: By the Numbers
September 11, 20261 min
Read MoreUS Insight: BSL Takeouts of Direct Loans: By the Numbers

Asia Credit Best Ideas: September 2026
September 11, 20261 min
Read MoreAsia Credit Best Ideas: September 2026

Hyperscalers: Leases, Commitments & Backstops
September 10, 20261 min
Read MoreHyperscalers: Leases, Commitments & Backstops

Strategy: Post Summer Recess – Our Fall Watch List
September 9, 20261 min
Read MoreStrategy: Post Summer Recess – Our Fall Watch List

US Chart of the Day: Payrolls Report – August 2026
September 4, 20261 min
Read MoreUS Chart of the Day: Payrolls Report – August 2026

US Private Credit Monthly: Direct lenders trafficked the non-sponsored market in August
September 4, 20261 min
Read MoreUS Private Credit Monthly: Direct lenders trafficked the non-sponsored market in August

Fraudulent Transfers: A Primer (2026 Edition)
September 3, 20261 min
Read MoreFraudulent Transfers: A Primer (2026 Edition)

U.S. Inv Grade Best Ideas: Sept. 2026
September 3, 20261 min
Read MoreU.S. Inv Grade Best Ideas: Sept. 2026

Euro Financial Movers: Summer Slumbers
September 3, 20261 min
Read MoreEuro Financial Movers: Summer Slumbers

Energy: Oil Companies Venturing into Venezuela
September 1, 20261 min
Read MoreEnergy: Oil Companies Venturing into Venezuela

US Bankruptcy: Hughes Satellite Systems judge to order examiner appointment to investigate dealings with parent EchoStar; scope of probe subject to further hearing
August 28, 20261 min
Read MoreUS Bankruptcy: Hughes Satellite Systems judge to order examiner appointment to investigate dealings with parent EchoStar; scope of probe subject to further hearing

Thames Water: Rowing Back On Thames?
August 28, 20261 min
Read MoreThames Water: Rowing Back On Thames?

NVDA: More Growth, More Commitments
August 28, 20261 min
Read MoreNVDA: More Growth, More Commitments

Vista Land: Initiation (1/2) – Fundamental Views
August 27, 20261 min
Read MoreVista Land: Initiation (1/2) – Fundamental Views

10y Treasury Fair Value Model: August 2026
August 27, 20261 min
Read More10y Treasury Fair Value Model: August 2026

Benelux Banks: 1H26 Themes & Relative Value
August 24, 20261 min
Read MoreBenelux Banks: 1H26 Themes & Relative Value

US Special Situations: Cable One shelves latest capital raise effort, changes course amid nearing put deadline
August 21, 20261 min
Read MoreUS Special Situations: Cable One shelves latest capital raise effort, changes course amid nearing put deadline

US Bankruptcy: Braskem Idesa cleared to access $334mn in DIP financing, solicit creditors on plan to cut $920mn in debt
August 21, 20261 min
Read MoreUS Bankruptcy: Braskem Idesa cleared to access $334mn in DIP financing, solicit creditors on plan to cut $920mn in debt