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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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  • FIG
    Tinkoff Credit Systems (TCS) will wait for a calmer backdrop before considering a third round of euro commercial paper this year, a funding official has told EuroWeek Emerging Markets, after the issuer navigated choppy conditions to make its second visit to the market earlier this month.
  • Policymakers’ approach to the European repurchase agreement market — or repo — should be seen as “complementary, not contradictory”, says a leading figure at the Bank of England.
  • Air Liquide on Monday launched a €700m bond issuance that was unusual in two ways. The transaction was broken into three tranches — not common for an issue of this relatively modest size — and each tranche was handled by a different bookrunning team.
  • Air Liquide today launched a €700m bond issuance that was unusual in two ways. The transaction was broken into three tranches – not common for an issue of this relatively modest size – and each tranche was handled by a different bookrunning team.
  • Caterpillar International Finance sold a rare four year floating rate note on Tuesday, eschewing its usual choice of private placements in the one to two year range.
  • The corporate world’s growing fondness for privately placed Euro-medium term notes is unlikely to vanish and could grow further even when record low interest rates — a major driver behind new issuers taking up the format — are a thing of the past, a leading EMTN banker claimed this week, writes Craig McGlashan.