Insights

The “Fulcrum Point” is your guide through the dynamic landscape of financial restructurings, workouts, liquidations and distressed private market transactions, underscoring our dedication to delivering innovating, tailored solutions and comprehensive market perspectives to our counter-parties and their advisors. Stay informed and stay ahead with “The Fulcrum Point”

Newsletters + Insights Archive

2026 Newsletter and Insights

Q1 2026

Executive Summary:

Featured articles examine the evolving landscape for IEEPA trade-claim refunds, rising energy costs facing building material suppliers, uncertainty in UAE real estate markets as regional conflict weighs on investor sentiment, and key developments across the distressed debt market in Q1 2026.

Articles in this issue:

Q2 2026

Executive Summary:

Featured articles examine the fallout from the collapse of UK bridging lenders, continued disruption across global fertilizer markets following the Strait of Hormuz conflict, and renewed momentum toward the restructuring of Venezuela’s sovereign and PDVSA debt.

Articles in this issue:
Executive Summary:

This issue explores emerging distress across the global chemicals sector, the impact of U.S. steel tariffs on trade flows and credit risk, and growing challenges facing the European automotive industry as tariffs, supply chain disruptions, and declining competitiveness reshape global markets.

Articles in this issue:
Executive Summary:

This issue explores growing distress in the restaurant and casual dining sector, ongoing restructuring across European internet and telecommunications markets, and mounting credit pressure in healthcare laboratory testing as post-pandemic demand continues to normalize.

Articles in this issue:

Q3 2025

Executive Summary:

This issue explores emerging distress across Europe’s plastics industry, financial strain in the transportation sector, and ongoing restructuring risks in the European automotive market as cost pressures and weakening demand reshape the competitive landscape

Articles in this issue:

Q4 2025

Executive Summary:

Highlights this quarter include the Credit Suisse AT1 bond ruling, China’s new steel export restrictions, and higher UK online gambling taxes—three developments reshaping risk and opportunity across global distressed markets.

Articles in this issue: