Noelle Sisco, Managing Director and Portfolio Strategist at Napier Park joins CJ Doherty to discuss the outlook for the structured credit market as we head into 2024. “The big question mark for the U.S. consumer will be the trajectory of unemployment,” said Sisco. “Going forward into 2024, on the corporate side, we expect to see a continuation of elevated defaults with lower than historical recovery levels as we saw in 2023.”
M&A activity tumbled in 2022 amid market volatility and economic uncertainty. How has 2023 started and what is in store for the rest of...
David Puchowski, Director of Analysis at LSEG LPC joins CJ Doherty to discuss the key trends that shaped the direct lending market in 2023...
Discussing the evolution in private credit and the rapid growth of direct lending in recent years. How did we get here, and where are...