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 0

May 12, 2022 00:01:11
Episode Cover

Lending Lowdown Podcast - Series trailer

The Lending Lowdown provides credit market insights and views from the lending trenches. It recaps syndicated loan and private debt market events and thought...

Listen

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 12

April 19, 2023 00:17:46
Episode Cover

Episode 12 | Direct Lending Deep Dive

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...

Listen