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 5

October 24, 2022 00:10:44
Episode Cover

Episode 5 | State of the European Lending Space

A look at the European leveraged and investment grade loan markets. Is leveraged lending shut down in Europe? What opportunities have arisen for the ...

Listen

Episode 18

November 23, 2023 00:16:54
Episode Cover

Episode 18 | Opportunities in the Lower Middle Market

Host CJ Doherty and Dan Lee, partner at Comvest Credit Partners, discuss the current lending landscape in the US lower middle market. “The lower...

Listen

Episode 2

July 06, 2022 00:09:27
Episode Cover

Episode 2 | Summer of Volatility

Taking a look at current market dynamics in the leveraged lending space amidst volatility, inflation, and how loans are performing versus other asset classes. 

Listen