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
Mohammed Murad of PT Asset Management: H1’24 High-Yield Munis, Deal Criteria, H2’24 Opportunities
Octus Radio
32 minutes 3 seconds
1 year ago
Mohammed Murad of PT Asset Management: H1’24 High-Yield Munis, Deal Criteria, H2’24 Opportunities
This week on The Reorg Primary View, Reorg's Hoa Nguyen speaks with Mohammed Murad, director of municipal credit research at PT Asset Management about high-yield muni performance in the first half of 2024 and what to expect in the upcoming months. Hoa and Mohammed also discuss criteria for an attractive healthcare or industrial development deal and where high-yield muni investors can look for opportunities in the second half of the year.
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
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
