Debtwired!

Navigating the high yield autos sector


Listen Later

On the Debtwired! Podcast, James Hogarth, a Partner at long-short credit fund PVTL Point, joins Debtwire Europe’s Head of High Yield Adam Samoon to explore trade opportunities in the European automotive sector.

PVTL Point is a London-based investment firm founded by Kunal Shah in 2024. They operate an opportunistic European long/short credit strategy across the breadth of European credit, from performing through to distressed.

The European automotive sector has faced a prolonged period of structural transformation and cyclical volatility. Challenges include the capex cycle, EV transition, supply chain issues and tariffs.

The podcast explores the difficulties ahead as well as which sub-sectors and thematic trades can offer the best considerations for investors. The podcast also examines the outlook for high yield sector credits such as Adler Pelzer, Jaguar Land Rover and Aston Martin.

#highyield #highyieldbonds #bonds #debtwired

...more
View all episodesView all episodes
Download on the App Store

Debtwired!By ION Analytics

  • 5
  • 5
  • 5
  • 5
  • 5

5

1 ratings


More shows like Debtwired!

View all
Goldman Sachs Exchanges by Goldman Sachs

Goldman Sachs Exchanges

991 Listeners

Odd Lots by Bloomberg

Odd Lots

1,780 Listeners

M&A Science by Kison Patel

M&A Science

123 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

802 Listeners

Octus Radio by Octus Podcast Network

Octus Radio

39 Listeners

Behind the Money by Financial Times

Behind the Money

224 Listeners

FT News Briefing by Financial Times

FT News Briefing

686 Listeners

Making Sense by J.P. Morgan

Making Sense

58 Listeners

Dry Powder: The Private Equity Podcast by Hugh MacArthur, Bain & Company

Dry Powder: The Private Equity Podcast

144 Listeners

Crossroads: The Infrastructure Podcast by ION Analytics

Crossroads: The Infrastructure Podcast

7 Listeners

The Last Tranche by ION Analytics

The Last Tranche

10 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

410 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

346 Listeners

Bloomberg Daybreak: Europe Edition by Bloomberg

Bloomberg Daybreak: Europe Edition

2 Listeners

The Credit Edge by Bloomberg Intelligence by Bloomberg

The Credit Edge by Bloomberg Intelligence

20 Listeners

Unhedged by Financial Times & Pushkin Industries

Unhedged

145 Listeners

Money Stuff: The Podcast by Bloomberg

Money Stuff: The Podcast

371 Listeners