There is a data deal to be done by banking incumbents and upstarts
Customer information is either a private asset or a public good
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Without tech, where’s the profit growth?
And the public private assets paradox
The trend strengthening the hand of big credit houses
Weak creditor protection in deals gives advantage to those with the resources to examine documentation
Big companies tell investment banks to stop leaking their UK takeover deals
Clients asking banks to review number of staff that have to be informed about live transactions
We must be mindful of the risks of private credit
The sector remains untested in a severe or prolonged economic downturn
Beware populist economics
History suggests the political approach ends in unsustainable debt and lower GDP
Separating the signal from the noise in private credit
What matters most is how capital was deployed and underwritten