
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

EM Strategy: EUR Bond Valuations Aug-2026
August 20, 20261 min
Read MoreEM Strategy: EUR Bond Valuations Aug-2026

2Q26 Datacenter Supply/Demand: DeepSeek to Claude
August 20, 20261 min
Read More2Q26 Datacenter Supply/Demand: DeepSeek to Claude

US IG Sector Rel Val Monitor: August 2026
August 20, 20261 min
Read MoreUS IG Sector Rel Val Monitor: August 2026

Datacenters: Updated Natural Gas Demand Model
August 20, 20261 min
Read MoreDatacenters: Updated Natural Gas Demand Model

Alphabet: Inaugural 3/5/10/20Y AUD Bonds
August 20, 20261 min
Read MoreAlphabet: Inaugural 3/5/10/20Y AUD Bonds

MPT 2Q26: Secured Refinancing | Rec Rerack
August 14, 20261 min
Read MoreMPT 2Q26: Secured Refinancing | Rec Rerack

EMEA Insight: Rated feeders offer a road into European direct lending with lighter capital burden
August 14, 20261 min
Read MoreEMEA Insight: Rated feeders offer a road into European direct lending with lighter capital burden

European Liability Management: Double-O Dropdown, Aston Martin Primes the Bonds Again
August 14, 20261 min
Read MoreEuropean Liability Management: Double-O Dropdown, Aston Martin Primes the Bonds Again

US Bankruptcy: Trinseo, excluded lenders square off in confirmation opening arguments
August 14, 20261 min
Read MoreUS Bankruptcy: Trinseo, excluded lenders square off in confirmation opening arguments

US Special Situations: Getty Images bonds swoon as cash burn intensifies, liquidity weakens in Q2’26
August 14, 20261 min
Read MoreUS Special Situations: Getty Images bonds swoon as cash burn intensifies, liquidity weakens in Q2’26