Source : https://www.oaktreecapital.com/insights/memo/nobody-knows-yet-again Description : On Monday, September 15, 2008, shortly after the close of the New York Stock Exchange, Lehman Brothers surprised the world by filing for bankruptcy. This…
The Roundup by Howard Marks and Oaktree Capital Management, the quarterly must read if you work in credit
Source : https://www.oaktreecapital.com/insights/insight-commentary/market-commentary/the-roundup-top-takeaways-from-oaktree-s-quarterly-letters-december-2024-edition Description : High-income assets will likely benefit, but investors should avoid complacency, particularly given the unpredictability of macroeconomic factors. In the current installment of The Roundup,1 Oaktree experts examine…
Latest blueprint, from VC leading firm XAnge, on early-stage companies
Source : https://www.xange.vc/wp-content/uploads/2024/10/XAnge_Series_A_Blueprint_A_Guide_For_Seed_Stage_Founders_v1410-published.pdf Description : The fundraising climate is dynamic, with higher levels of activity compared to pre-2021 benchmarks.The venture industry is more active than any time before 2021, with…
Castlelake wisdom with regards to lenders diversifying away from cash flow-based lending
Source : https://www.privatedebtinvestor.com/growth-opportunities-asset-based-lending Description : After a decade of booming activity in mid-market direct lending, many lenders are eyeing an opportunity to diversify away from cash flow-based lending into more…
The secrets of Fintech lending uncovered by Scayl’s CEO Medjit Yalmaz (Part. 2)
Source : https://www.scayl.finance/post/part-2-dark-sides-of-fintech-lending Description : Part 2: Dark sides of Fintech lending...and why the market needs to be revolutionised to capture its full potential. This is a three-part series about what’s wrong…
The secrets of Fintech lending uncovered by Scayl’s CEO Medjit Yalmaz (Part. 1)
Source : https://www.scayl.finance/post/part-1-dark-sides-of-fintech-lending Description : Part 1: Dark sides of Fintech lending...and why the market needs to be revolutionised to capture its full potential. This is a three-part series about what’s wrong…