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.”
High interest rates and falling property prices are causing turmoil in the commercial real estate market. The remote work situation is adding to fears...
The Lending Lowdown provides credit market insights and views from the lending trenches. It recaps syndicated loan and private debt market events and thought...
Host CJ Doherty sits down with Fran Beyers, Head of Capital Markets at Cliffwater, to discuss current conditions in the direct lending market as...