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.”
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...
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...
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...