Portfolio Manager and Senior Alternatives Strategist Larry Holzenthaler explains why expectations of extremely robust mergers and acquisitions activity has not come to fruition and why he believes asset-based lending may be a helpful addition to a corporate lending strategy.

Portfolio Manager and Senior Alternatives Strategist Larry Holzenthaler provides his views on why risk management and a conservative approach to underwriting are necessary in a market characterized by an abundance of optimism.

Portfolio Manager and Senior Alternatives Strategist Larry Holzenthaler discusses where the team is seeing the most relative value amid tight credit spreads and what fixed income investors can expect from a potentially more hawkish Fed.

In this month’s First Eagle Alternative Credit update, Larry Holzenthaler explains how repricing drove spread compression in 2024 and where the team is seeking relative value while keeping overall credit quality at fairly prudent levels.