David Bell

Jul 30, 2024 | firstlinks.com.au | James Gruber |Shani Jayamanne |David Bell |Geoff Warren

Reader: "Congratulations on a great focussed news source. Australia has a dearth of good quality unbiased financial and wealth management news."Reader: "An island of professionalism in an ocean of shallow self-interest. Well done!"Andrew Buchan, Partner, HLB Mann Judd: "I have told you a thousand times it's the best newsletter."Ian Silk, CEO, AustralianSuper: "It has become part of my required reading: quality thinking, and (mercifully) to the point."Reader: "Carry on as you are - well done.

Jul 30, 2024 | firstlinks.com.au | Noel Whittaker |James Gruber |Shani Jayamanne |David Bell

Reader: "Congratulations on a great focussed news source. Australia has a dearth of good quality unbiased financial and wealth management news."Reader: "An island of professionalism in an ocean of shallow self-interest. Well done!"Andrew Buchan, Partner, HLB Mann Judd: "I have told you a thousand times it's the best newsletter."Ian Silk, CEO, AustralianSuper: "It has become part of my required reading: quality thinking, and (mercifully) to the point."Reader: "Carry on as you are - well done.

Jun 21, 2024 | 9fin.com | David Bell

Market WrapDavid Bell21 June 2024•5 min readAnother sluggish week in the primary as secondary loan prices dipJumbo WorldPay repricing lined up for next week; Darktrace LBO debt in marketMichaels Stores debt hit by weaker salesA heatwave may have swept across the US this week but the leveraged finance markets struck a chillier note, as sentiment in the loan market softened on the back of a drop in rates, inflation reads and political headlines in Europe.

Jun 7, 2024 | 9fin.com | David Bell |Emily Fasold |Bill Weisbrod

Market WrapDavid Bell+Emily Fasold+ 1 more7 June 2024•6 min readThere’s plenty to keep track of in the leveraged finance market — whether it’s the volume of more aggressive financings hitting the tape for a wider range of borrowers, or the swathe of liability management exercises coming for highly levered companies still struggling for market access.

May 16, 2024 | 9fin.com | William Hoffman |David Bell

Investors and bankers alike were asking the same question at this year’s Goldman Sachs Leveraged Finance Conference: “When will sponsors find exits for their portfolio companies?”The message was clear from the swanky hillsides and golf courses of Rancho Palos Verdes, California: the market wants more M&A deals and the estimated $3trn-worth of enterprise value controlled by private equity is key to unlocking that supply.