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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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Departure comes at critical time for the credit manager -
Funds warm to high returns and low risk thanks to diversification
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Firm sees Germany as growth area
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Several sponsor-backed M&A deals have been launched
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One off opportunity to acquire a European direct lender at a discount
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