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...
US direct lending activity was robust and resilient in 2022, despite an uncertain economic environment. What’s in store for 2023? Host CJ Doherty and...
Host CJ Doherty sits down with Craig Packer, Co-Founder of Blue Owl and CEO of the Owl Rock BDCs, to discuss today’s direct lending...