Asia Credit Best Ideas: August 2026

SoftBank F1Q26: Arm’s in the Air

US CLO Weekly: BSL CLO new issuance rises to $3.7bn with Triple As 121-131bps as refinancings decline

US Private Credit Monthly: PC-to-BSL moves hit exodus levels in July

EMEA SS Monthly: Controversial deals, priming moves, furious creditors, and debt-for-equity swaps punctuate July

Euro Strategy: IG Curve Recs & Tactical Trades

SPCX 2Q26: Long time Listener, First time Caller

S&SEA and GCC Corporates: 2H26 Outlook

July 2026 Special Situations Research Highlights

US Special Situations: US Renal Care looks to unwind asset strip move from 2023 LME in latest refi plan – Report