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Margins widen as lenders weigh up AI disruption to portfolio companies
◆ What strikes on energy infrastructure in the Middle East mean for emerging market bonds ◆ Why issuing in dollars has become so dicey for supranationals and agencies ◆ Europe’s advantage in the private credit meltdown
A slow destruction of misallocated investment is more likely than a sudden stop
Investors confident software fears are overblown
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Other direct lenders in Europe are keen to follow in the manager’s footsteps
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Voting opens today in the poll to decide the market’s leading deals and institutions
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Market participants predict private cash placements and dribble-outs to rise as issuers balk at block trade and IPO discounts
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BNPP paying €5.4bn, Axa to make €3.8bn share buyback after sale closes
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Interview with Lily Feng, founder of fine wine valuation and lending platform, Jera
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Italian and French companies attract strong demand with inaugural offerings