US IG & HY Sector Strategy
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3Q 2026 US IG & HY Sector Strategy Overview

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

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Australia AUD Bond Market
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Asia Chart of the Day: Australia Trip Note

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

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

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

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

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

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Selecta
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Selecta: Purposeful Opposition to the Motions to Dismiss

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

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