BDC Initiation (2/2): Comparing BDC Fundamentals

Toyota: Middle East Clouds FY27 Horizon

The Trump Tariffs: No Stable Landing

Market Alert: Synthetic Unrestricted Subsidiaries in U.S. Loan Documents

CR TrendLines Topical Report: Q1 LMT Covenant, Spread Changes Pre- and Post-Transaction, By the Numbers

Carlsberg: Inaugural Hybrid Bonds

Japfa Pte Ltd: FV Thoughts on New 5Y Bond

Microsoft: F3Q26 | Calendar 2026 Capex ~$190 Bn

US/EMEA Bankruptcy: First Brands proposes chapter 11 plan for one debtor, with chapter 7 conversion set for all other debtors

Bayer/Monsanto: The 1-2-3 Punch

AI Quarterly 1Q26: Stack Overflow

Genting Bhd: Priced PerpNC5.5/NC10, Upgrade to O/P

March 2026 Special Situations Research Highlights

Could Iran Restore U.S. Wind/Solar Tax Credits?

Market Alert: LMT Risk in the Building Products Sector

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

CR TrendLines – Loan Covenant Trends April 2026

US Utility Thesis Update: New Picks & Pans

APAC Insurance: Private Credit Exposure

Regional Banks: 1Q26 Earnings Round-up

Aston Martin: Who Gets The Car Keys?

US Special Situations: Weight Watchers’ capital structure retracts on slimmed down guidance – LFI Research

Amazon Buying Globalstar: Our Thoughts

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

Merlin Entertainments: Liability Management Playbook for the Senior Notes

Selecta: Notable Arguments in the Motions to Dismiss

Out of Control? Event-Driven Default Relief Under European Leveraged Loans

Market Alert: CD&R is Codifying the PetSmart / Chewy Maneuver in the New Sealed Air Bonds

MidEast, SSEA Corps: De-escalation or False Hope?

European Loans March Wrap-Up: With Market Volatility and Low Volumes, Tolerance for Flexibility Remains for a Favoured Few with Overall Tightening

CR European TrendLines: Monthly Documentation Score Sheet: March 2026

European High Yield March 2026 Wrap-Up: Special Situations Make Waves as Primary Issuance Well Runs Dry