In the latest entry in Reorg’s Expert Views series, debt origination reporter Nick Krause speaks to DWS Group’s head of private credit Jens Witzke and head of structured income Marcus Herbig about fundraising in the current challenging macroeconomic environment, the right level of financial covenants, whether or not limited partners, or LPs, are seeking safety in larger funds, and the key trends to watch out for in the second half of the year.

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#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on:

-The half-year report for 2023 on leveraged loans and high-yield bond covenants and what trends can be seen;

-Key credit metrics trends for European automotive issuers and the market prices of their debt instruments;

-TalkTalk’s RCF lenders who are taking pitches from financial advisors ahead of 2024 maturity; and

-Highlights of the primary market.

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In this week’s Primary View podcast, Dr. Edward Altman, the legendary bankruptcy expert, discusses the outlook for debt-saddled zombie companies with Reorg reporter Gaurav Sharma. The New York University professor, best known for the Z-Score formula, cautions that bankruptcy cases are likely to increase in 2024-25, even if the U.S. avoids a recession.

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#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on:

What triggered a recent sell-off in the debt of telecom operator Altice

Embattled Swedish real estate company SBB, which has seen its bonds fall by 2-3 points after talks with Brookfield about the sale of a 51% stake in its social infrastructure portfolio ceased;

Leoni becoming the first major company to complete a restructuring plan under the German Corporate Stabilization and Restructuring Act; and

Tomorrow’s primary webinar and the highlights of the market this week.

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David Dowden, managing director at Mackay Shields, discusses with Seth Brumby, Deputy Managing Editor at Reorg, how to generate income for municipal portfolios following recent bouts of volatility in this week’s podcast.

Fixed income portfolios struggled for over a decade with a secular decline in interest rates, which reduced income for bondholders. This was followed by a meteoric rise in inflation and interest rates that hammered bond values. This was an opportunity to accrue tax swaps that can be applied toward future tax liabilities once the bond market rallied and produced better income generating investments.

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Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on:

- The latest on Austrian real estate company Signa, which recently

secured a €500 million equity investment commitment from

shareholders to support the company in a deteriorating real estate

market;

- Reorg’s analysis of the European automotive industry;

- Australian wine producer Accolade Wines hires Rothschild to

address maturities in 2024 and 2025; and

- Highlights of the primary market this week.

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Kaufman Hall's Erik Swanson and Robert Turner talked about the current financial performance of hospitals nationwide and healthcare financing trends for the second half of 2023 with Reorg's municipals reporter Hoa Nguyen.

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This week’s episode includes recaps of 3M’s motion to approve a multibillion class settlement with municipal water authorities, Bed Bath & Beyond’s sale of its BABY IP assets and Yellow Corp.’s negotiations with the teamsters union in the face of $1.3 billion in upcoming debt maturities.

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on:

-U.K. water utility Thames Water’s recently secured equity funding;

-The restructuring options for Atalian, a France-headquartered contract cleaner and facilities management provider; and

-Highlights of the primary market.

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We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey

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#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on:

- U.K. water utility Thames Water, which is struggling with a £14

billion debt burden;

- French retailer Casino, as creditors grapple to come to terms with

the group’s latest proposal to overhaul its debt-laden structure amid

continued operational underperformance and widening structural

flaws; and

- Highlights of the primary market this week.

If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial

We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey

For more information on our latest events and webinars: reorg.com/resources/events-and-webinars/

Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/

#leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans