Key facts
- Castlelake's takeover approach for easyJet was rejected.
- The rejection has led to discussions about the undervaluation of UK-listed companies.
- Private credit markets are showing interest in aviation deals.
- There is significant capital available in private credit markets despite geopolitical and inflation concerns.
Castlelake's potential takeover bid for easyJet has been rejected, prompting a broader discussion about the valuation of UK-listed companies. The situation highlights the continued interest from private credit markets in aviation deals, with significant capital available despite ongoing geopolitical and inflation concerns. This interest suggests that investors see opportunities in the sector, even amidst market volatility.