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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.

  • Market Trends: Stay updated on market developments, earnings, M&A, and new issues with real-time news.

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

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

June 23, 2026
US Private Credit Medallia Blackstone Apollo
US Private Credit: Blackstone, Apollo, FS KKR take control of Medallia

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

June 19, 2026
BDC Fundamentals Comparison
BDC Initiation (1/2): Relative Value & Themes

BDC Initiation (1/2): Relative Value & Themes

May 13, 2026
BDC Relative Value and Themes
BDC Initiation (2/2): Comparing BDC Fundamentals

BDC Initiation (2/2): Comparing BDC Fundamentals

May 13, 2026
LMT Covenant Spread Changes in Leveraged Loans
CR TrendLines Topical Report: Q1 LMT Covenant, Spread Changes Pre- and Post-Transaction, By the Numbers

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

May 8, 2026
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

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