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.”
LSEG LPC’s CJ Doherty is joined by David Fann, Partner and Head of Capital Formation at VSS Capital Partners to discuss the state of...
US CLO market activity slowed in 2Q23, with issuance falling 37% to US$21.3bn as the challenging arbitrage impacted dealflow, ultimately constraining liquidity. In Episode...
Host CJ Doherty sits down with David Brooks and Alice Cavalier, Partners & Co-Heads of Capital Solutions at Arcmont Asset Management, to discuss capital...