
Inside the Private Debt Boom; Korea Bank Stress
The Credit Edge by Bloomberg Intelligence
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The Rise of Private Equity Deal Making in the US
The biggest deals still emanate from the US. They're normally for private equity backed businesses, and I think that should be emphasized because it's a statement of fact that is quite often glossed over by direct lenders. And they're normally defensive-ish sectors like healthcare, software, these kind of non-cyclical businesses. The level of large cap lending is growing just as the market is growing as well. But the scale would suggest that these are companies that ... could have alternatives in other markets.
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