Newsletter

BC Partners and Mount Logan have brought the interval fund back into the spotlight. Plus: Oaktree launches a new sourcing and origination group and Ares is the latest with a Zeitgeist fund.

Jon Moulton warns on debt levels and makes the argument for a new industrial strategy. Plus: Bridgepoint takes over EQT credit arm, more examples of revenues ignoring coronavirus impact, and danger signals in CLOs and real estate.

Why ESG is more important than ever amid the covid-19 crisis. Plus: Ups and downs in the CLO market and evidence that distress is on the rise.

Syndications are a new source of dealflow (unless you're a distressed fund). Plus: British Business Investments gets behind venture debt and Oaktree heads back into the market.

Far from shifting the balance of power between borrower and investor, the covid-19 crisis might just perpetuate the status quo. Plus: KKR's role in the dislocation boom, and the funding gap for smaller businesses. Here's today's brief, for our valued subscribers only. 

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