MONTHLY BANK LOAN LETTER

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AlphaFixe Capital focuses on fundamental analysis to guide us in our investment decisions. Therefore, you will find below the links to the most recent market comment letters that cover economic and financial topics.

DECEMBER 2024

December was marked by exceptional activity, with a new issuance record , despite a limited number of working days. Demand remained strong throughout the period. You'll find more details in this month's issue.

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OCTOBER 2024

In October, a notable threshold was crossed as the US election rapidly approached. Refinancing activity remained buoyant throughout the month. You'll find more details in this month's issue.

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AUGUST 2024

The new issue market was sluggish in August, due to volatile financial markets and the summer vacations. Retail investment funds presented a different dynamic. More details can be found in our monthly report.

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JUNE 2024

Bank loan supply remains high compared to last year, but has slowed compared with the previous month. Refinancings of higher quality loans were addressed in May, while more opportunistic businesses predominated in June. More details can be found in this month's issue.

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APRIL 2024

New issuance volume remains very strong compared to last year. Nevertheless, the bank loan market seems to have gone off on a different tangent from the first three months of 2024. More details can be found in this month's issue.

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FEBRUARY 2024

Despite a return to a certain normality in M&A's, the volume of new issuance weakened in February. Nevertheless, it remains high compared with the last two years. You will find more details in this month's issue.

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DECEMBER 2023

The bank loan market showed no signs of slowing down in the last month of the year. Companies took advantage of the strong demand for this financial instrument. You will find more details in this month's issue.

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NOVEMBER 2024

November was marked by the US elections and Thanksgiving. However, this did not prevent companies from seizing the opportunity to refinance their loans. You'll find more details in this month's issue.

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SEPTEMBER 2024

The bank loan market recovered from the volatility seen in August and the summer holidays. Mergers and acquisitions (M&A) were a major focus during this period. You will find more details in this monthly report.

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JULY 2024

A slowdown in new issues indicates some fatigue in the bank loan market, while demand remains high. Find out more in this monthly report.

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MAY 2024

Issuance in May reached a record high, reflecting strong demand for bank loans. Refinancing remained the main activity for the month. More details can be found in this month's issue.

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MARCH 2024

In March 2024, new issuance volume significantly exceeded the volume recorded during the same period last year. Activity was mainly dominated by one event. More details can be found in this month's issue.

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JANUARY 2024

The start of 2024 kept bank loans investors very busy. The volume of new transactions virtually surpassed a seven-year high. More details can be found in this month's issue.

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