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.”
A look at the European leveraged and investment grade loan markets. Is leveraged lending shut down in Europe? What opportunities have arisen for the ...
Host CJ Doherty sits down with Fran Beyers, Head of Capital Markets at Cliffwater, to discuss current conditions in the direct lending market as...
Arek Maczka from Ropes & Gray joins host Chris Piccirillo to provide insight on debt portability provisions. Arek explains the concept of portability along...