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.”
John Kerschner, Head of U.S. Securitized Products & Portfolio Manager at Janus Henderson Investors joins CJ Doherty to discuss the growing CLO ETF and...
Discussing the evolution in private credit and the rapid growth of direct lending in recent years. How did we get here, and where are...
As the June 30 Libor cessation deadline approaches, host CJ Doherty sat down with Tess Virmani, Deputy General Counsel, Co-Head – Public Policy at...