Credit Rendezvous: Make yourself comfortable, there’s a storm coming

By Michelle D'souza, Sayed Kadiri & Hugh Minch

Friday, February 03, 2023

In our Q1 outlook, we speak to Edwin Wilches, PGIM (US CLOs), Mikkel Sckerl and Flemming Dose, Capital Four (European CLOs),  Jim Fitzpatrick, CQS (US loans), Loic Prevot, Polus (European loans), Madelaine Jones, Oaktree (global high yield), Art Penn, Pennant Park (US direct lending), Mattis Poetter, Arcmont (European direct lending), Keerthi Raghavan, Waterfall (structured credit), Ray Costa, Benefit Street (distressed), Grant Webster, Ninety One (Emerging markets), Oumar Diallo, Aeon (real assets) for their views for the upcoming quarter. 

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TAGS: Asia Direct lending Emerging markets Europe High yield bonds Investment grade credit Structured credit CLO Oaktree Ninety One Distressed debt CQS Benefit Street Waterfall Leveraged loans Cairn PennantPark Capital Four North America PGIM Arcmont Aeon Synthetic/SRT ABL Financing

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