A credit research newsletter examining how bank capital rules and retrenchment shift lending toward private credit and insurance capital in Europe. It offers structured analysis of underwriting discipline, particularly for social infrastructure and insurer-backed lending.
Website: https://observer.vertiscap.com/
The Drift is a weekly newsletter analysing business development companies and private credit, mainly through the share prices, earnings estimates and lending activity of listed BDCs such as Main Street Capital and Hercules Capital. Each issue puts company disclosures alongside market moves and asks readers to scrutinise valuations, borrowing costs and loan quality.
Miner Weekly, from BlocksBridge Consulting and its research arm TheEnergyMag, covers bitcoin mining, AI data center infrastructure, and the financing behind them. Each issue mixes market analysis of selloffs, debt deals and hashrate with some sponsored product and event promotion.
Universal Asset Owners publishes a daily brief for long-term institutional investors such as pensions, sovereign funds, insurers and endowments. Each issue pairs a lead analysis of a capital-markets story with a short roundup, emphasising how decisions on cash needs, mandates and asset quality should be made.
BrainInvest is a newsletter for European and U.S. wealth professionals and general partners covering private markets, including evergreen fund structures like BDCs and ELTIF 2.0. Its issues mix market analysis, regulatory commentary and an outlook for private market distribution.
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