This page will focus on insights and commentary from our Partner, FitchRatings.
- Airline Fundamentals Improving but Risk to Recovery is Rising posted on August 12 2022 *New*
- CLO Managers Increase Asset Diversification into Bonds posted on August 9 2022 *New*
- Low US and European Default Rates Rising as Market Concern Lists Grow posted on July 21 2022 *New*
- Recessionary Fears Challenge Middle Market Loans posted on July 11 2022 *New*
- Globalization of Asset Managers Continue posted on July 7 2022 *New*
- Pandemic Drove Media Bankruptcies; Tech and Telecom Performed Better posted on July 6 2022 *New*
- Issuers Have Ability to Divert Asset Sale Proceeds From Lenders posted on June 27 2022 *New*
- 2022 US LevFin Outlook Remains Neutral Despite Macroeconomic Risks posted on June 21 2022 *New*
- Gaming, Leisure, Lodging and Restaurant Bankruptcies See Above-Average Multiples posted on May 13 2022
- Record LevFin Issuance in 2021; Corporates Resilient Despite Macro Concerns posted on May 12 2022
- U.S. HY YTD Default Rate Remains Low Despite May Pickup posted on May 11 2022
- US CLO Performance Stable Amid Signals of Asset Quality Weakening posted on May 11 2022
- US Homebuilders Poised for Modest Downturn, Stagflation Adds Risk posted on May 10 2022
- Stagflation Would Raise Liquidity, Refi Risk for Some US Industrials posted on May 5 2022
- First-Lien BSL and MM Recovery Prospects Remain Solid posted on May 5 2022
- Inflation, Supply Chain Issues Result in Steep 1Q22 Loan, HY Issuance Declines posted on April 27 2022
- Fitch Ratings Debuts New US Corporates Bankruptcy & Creditor Recoveries Dataset posted on April 11 2022
- 2021 Saw Lower Bankruptcies, Better Performance for Retailers – posted on April 7 2022
- Middle Market Preparation for LIBOR Transition Progresses – posted on April 4 2022
- U.S. Loan Default Forecasts Unchanged on Ukraine/Russia; TTM Rate Up to 0.6% – posted on March 22 2022
- First-Lien Term Loan Recoveries Dip in 2020, Begin to Recover in 2021 – posted on March 21 2022
- Maturities Do Not Trigger Most Bankruptcies, Liquidity Shortages Do – posted on March 14 2022
- LIBOR Act Protects US Legacy Contracts; New SOFR Use Growing – posted on March 11 2022
