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Q2’26 Sustainability Primary Insights Wrap: Octus’ Data Shows Execution Drives ESG Differentiation Not Disclosure; Growth, Labor, Ownership Structure Shape Performance
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BDC Redemption Requests Exceed 10% in Q2; Software Exposure, Retail Investor Base Drive Redemption Activity; Certain Investor Behavior Runs Counter to Fundamentals
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Expert Views: The Cost of an Improper Uptier: Inside Serta’s Damages Math and the Rejected Failure to Mitigate Defense
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Private Credit Software Exposure Hits 32% in Octus’ Q1’26 BDC Portfolio Analysis; BSL Selloff, Equity Write-Downs Could Lead to Lower 1L Pricing; 2028-29 Maturity Wall Gets Pushed Out Slightly
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Data Drop: U.S. private credit provides better risk-adjusted returns across all deal sizes in 2026
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Americas Leveraged Finance Weekly: AI and Energy Demand Drives Primary Issuance as Calendar Thins
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Financials Sector Chapter 11s Surge, Eclipsing 2025’s Full-Year Total in First Half
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Data Center Supply-Chain Subsector Q1’26: Structural Tailwinds, Concentrated Risks and a Race to Lock In Capacity
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Recoveries Under Raizen RJ Plan Hinge on Distribution Business Valuation; Sum-of-Parts Analysis Puts Combined Reorganized Enterprise Value at BRL 39B
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