A sector deep dive on the recent history of upstream energy, and an overview of its drivers and current investment grade private debt financing landscape.
Geopolitical tensions are rising as markets expected disinflation and easing. Fixed income investors watch energy, inflation expectations, and risk pricing.
The software sector is high yield private credit’s largest borrower by debt outstanding. As some software companies grapple with the specter of AI-driven obsolescence and slowing growth, it’s worth taking a closer look at your direct lending investments.