Episode 19 | Structured Credit Outlook

Episode 19 January 03, 2024 00:13:41
Episode 19 | Structured Credit Outlook
LPC - Lending Lowdown Series
Episode 19 | Structured Credit Outlook

Jan 03 2024 | 00:13:41

/

Show Notes

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.”

Other Episodes

Episode

February 27, 2025 00:15:40
Episode Cover

Episode 29 | Spotlight on Significant Risk Transfer (SRT) Transactions

Frank Benhamou from Cheyne Capital joins host CJ Doherty to shed light on the Significant Risk Transfer (SRT) Market. "What we're seeing is an...

Listen

Episode 21

February 29, 2024 00:10:28
Episode Cover

Episode 21 | The CLO Market in 2024

Host CJ Doherty sits down with John Wright, Global Head of Credit at Bain Capital Credit, to discuss current conditions in the US CLO...

Listen

Episode 23

May 28, 2024 00:08:02
Episode Cover

Episode 23 | Opportunities in Digital Assets Financing

The huge growth in AI applications and data consumption is driving the need for financing of digital assets. Host CJ Doherty sits down with...

Listen