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 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 13

May 15, 2023 00:07:41
Episode Cover

Episode 13 | Is Commercial Real Estate The Next Shoe to Drop?

High interest rates and falling property prices are causing turmoil in the commercial real estate market. The remote work situation is adding to fears...

Listen

Episode 6

November 14, 2022 00:14:13
Episode Cover

Episode 6 | Blackstone Credit Spotlight

Blackstone Credit’s Carlos Whitaker shares his outlook for the private credit market. How are portfolio companies positioned amid the rising rate environment? With 2023...

Listen