Halliburton depends on oil and gas work, and the shift toward cleaner energy and tighter climate rules could steadily shrink the projects its customers fund. At the same time, growing overseas demand and new digital drilling tools may help it hold up better than skeptics expect.Read more

Sixth Street Specialty Lending faces a tough setup as more money floods into private lending and borrowers refinance at cheaper rates, which can squeeze what the company earns on new deals. At the same time, its track record in harder-to-find loans and disciplined financing could help it hold up better than the market expects.Read more