Cloud 9fin — Tranche Talk — Unlocking value in infra CLOs with RRAM’s Anjana Ravani

The SEC is proposing semi-annual reporting — what does that mean for BDCs?

9fin | Happy BDC earnings week! We at 9fin cannot wait to read the filings and hear executives’ thoughts during earnings calls this week, but it seems the Securities and Exchange Commission may have different ideas for our quarterly catch ups with some of the largest private credit managers.

How some private credit investors are looking to cash in on tariff refunds

9fin | With just one week until US importers could begin seeing the refunds from the $166bn of tariffs collected illegally over the past year, some of the dollars headed back to companies that originally paid the tariffs will instead end up in the accounts of private credit firms.

Inside SMBC's expansion plans for the American ABS market

9fin | Two years ago, the Sumitomo Mitsui Banking Corporation began to quietly build up its US-based ABS team. Propelled by an expansionist economy in Japan, the banking giant bet that its history as a balance-sheet lender would facilitate the development of its US capital markets business, which it first established in 2013.

LatAm Weekly — Argentina says more deregulation is on the way

US IG Wrap — Tech supply surge crowns a record April for IG issuers

Excess Spread — Trading the MFS collapse, ERM evolution

9fin | When something goes wrong in financial markets, enterprising minds often think “how can I make some money out of this”. That’s a normal and healthy capitalist impulse, and, in many situations, that impulse makes things better.