This week on The Reorg Primary View, Amir Vardi, managing director and head of structured credit for the credit investments group at UBS Asset Management (formerly Credit Suisse Asset Management) joins Reorg’s Hugh Minch to discuss the outlook for the CLO market in the face of a more challenging macroeconomic environment.
Vardi discusses the impact of the Federal Reserve’s projected September interest rate cut on CLOs, the cause and implications of the volatility seen in early August, the outlook for defaults and liability management exercises in underlying loan portfolios, as well as competition between the syndicated loan and private credit markets.
And, as always, we bring you our weekly summary of interesting developments in the restructuring world as well as a preview of what’s on tap for this week.
For more information on our latest events and webinars, visit
reorg.com/resources/events-and-webinars/
Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-record
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This week on The Reorg Primary View, Amir Vardi, managing director and head of structured credit for the credit investments group at UBS Asset Management (formerly Credit Suisse Asset Management) joins Reorg’s Hugh Minch to discuss the outlook for the CLO market in the face of a more challenging macroeconomic environment.
Vardi discusses the impact of the Federal Reserve’s projected September interest rate cut on CLOs, the cause and implications of the volatility seen in early August, the outlook for defaults and liability management exercises in underlying loan portfolios, as well as competition between the syndicated loan and private credit markets.
And, as always, we bring you our weekly summary of interesting developments in the restructuring world as well as a preview of what’s on tap for this week.
For more information on our latest events and webinars, visit
reorg.com/resources/events-and-webinars/
Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-record
We’re looking for feedback to improve the podcast experience! Please share your thoughts by taking the survey:https://www.research.net/r/Reorg_podcast_survey
Jim Schaeffer on Market Volatility, Dividends & Liability Management
Octus Radio
37 minutes 53 seconds
1 year ago
Jim Schaeffer on Market Volatility, Dividends & Liability Management
This week on The Reorg Primary View, Reorg's Katherine Schwartz speaks to Jim Schaeffer of Aegon Asset Management, where Jim is the global head of leveraged finance and serves as a portfolio manager for the various leveraged finance strategies. They discuss the recent volatility in markets, how anticipated rate changes might affect the market and M&A, the recent trend of dividend recaps, liability management exercises and their effect on the secondary loan market and much more.
And, as always, we bring you our weekly summary of interesting developments in the restructuring world as well as a preview of what’s on tap for this week.
Octus Radio
This week on The Reorg Primary View, Amir Vardi, managing director and head of structured credit for the credit investments group at UBS Asset Management (formerly Credit Suisse Asset Management) joins Reorg’s Hugh Minch to discuss the outlook for the CLO market in the face of a more challenging macroeconomic environment.
Vardi discusses the impact of the Federal Reserve’s projected September interest rate cut on CLOs, the cause and implications of the volatility seen in early August, the outlook for defaults and liability management exercises in underlying loan portfolios, as well as competition between the syndicated loan and private credit markets.
And, as always, we bring you our weekly summary of interesting developments in the restructuring world as well as a preview of what’s on tap for this week.
For more information on our latest events and webinars, visit
reorg.com/resources/events-and-webinars/
Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-record
We’re looking for feedback to improve the podcast experience! Please share your thoughts by taking the survey:https://www.research.net/r/Reorg_podcast_survey
