EM IG Corporates: 2H26 Outlook and Sector Strategy

Serta: The Text Giveth, and the Text Taketh Away

Emerging Markets Outlook 2H 2026/1H 2027

June 2026 Special Situations Research Highlights

S. Korea & Japan: AI/Semiconductor Investment Push

Did META Affirm Our Datacenter Oversupply View?

2H26 Euro IG Sector Strategy Overview

European Credit 2H26/1H27 Outlook

Asia Credit Best Ideas: July 2026

Hertz: Do the Indentures and the Credit Agreement Permit Uptiering the 2026s into Second-Lien Debt?

Asia Credit: 2H26 Outlook and Sector Strategy

3Q 2026 US IG & HY Sector Strategy Overview

US IG/LevFin 2H26/1H27 Outlook: Tightly Wound

Asia Chart of the Day: Australia Trip Note

DIPs, Roll-Ups, and Pro Rata Sharing: A Primer

US Bankruptcy: Del Monte, UCC and majority lenders oppose minority lender group’s request to certify confirmation for direct appeal to Third Circuit

Cable One (CABO): Dead Money, Moving to Hold

EMEA Special Situations: Stressed corporates make up ~40% of LFI Special Situations universe in May, but dealflow continues to fall – LFI data

EMEA Special Situations: Construction-linked companies could face sub-optimal A&Es as macroeconomic headwinds bite

Selecta: Purposeful Opposition to the Motions to Dismiss

Axis Bank: New $ PerpNC5.5 AT1 and 5Y Senior

US Private Credit: Blackstone, Apollo, FS KKR take control of Medallia

SpaceX: IPO Ignites M&A Ambitions

Thames Water: Everybody Was Kung Fu Fighting

Ford Energy: A Case for Capacity

US Autos: USMCA Stakes

MidEast Corps: Strait to Reopen, But Risks Remain

Euro Autos: Barbarians at the Gates (3/3)

Euro Autos: Barbarians at the Gates (2/3)

Euro Autos: Barbarians at the Gates (1/3)

SpaceX: IPO and Ratings in Focus

US Special Situations: JetBlue cash burn, Middle East tensions fuel liquidity concerns as financing options draw focus