This week, Reorg's senior primary market reporter Michael Haley speaks with Andrzej Skiba, managing director and head of US fixed income at RBC Global Asset Management, about what dynamics will impact the leveraged finance market in 2024. The episode includes Skiba's views on how healthy market conditions will hold up for the rest of the year for leveraged loans and high-yield bonds as well as what will happen with defaults moving forward.

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

This week, Laleh Bashirrad, managing director of BNP Paribas’ leveraged syndicate desk, joins Reorg’s Katherine Schwartz to discuss the mood of the market, including the M&A pipeline, the LBO market and the ongoing rivalry between private credit and broadly syndicated loans.

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

Relevant Reports:

EMEA Primary Market Wrap 2023: https://go.reorg-research.com/emea-primary-market-2023-full-year-wrap

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:

-Egypt’s local-currency sovereign debt instruments after last week’s rate hike;

-Europe’s care homes sector after a challenging 2023 for operators; and

-The primary market, with a roundup of action that’s taken place since last week.

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

This week, Seth Brumby, deputy managing editor at Reorg joins Greg Hardiman, a managing director at 17Capital, for a discussion about the growth and use cases for net asset value, or NAV lending. Seth and Greg discuss the evolution of NAV lending, its relationship to other forms of fund financing and how it can improve overall private equity realizations.

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

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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 latest results from French specialty chemical producer Seqens;

-The English High Court declines to sanction Aggregate’s latest restructuring plan; and

-The primary market, with a roundup of action that’s taken place since last 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

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

This week on the Reorg Primary View, Himani Trivedi, head of structured credit at Nuveen, joins Reorg’s Hugh Minch for a deep dive on investing in CLO equity. Trivedi discusses how CLO equity correlates with other asset classes within the leveraged finance universe and how different profiles of equity will perform in a range of future macroeconomic scenarios.

And as always, we also 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.

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

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

Relevant Reports:

European Sustainability Linked Bonds and Loans Wrap - https://go.reorg-research.com/european-sustainability-linked-bonds-and-loan-wrap-2023

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:

-Underperforming German nursing home care provider GHD;

-The likelihood of an Egyptian sovereign default; and

-The primary market, with a roundup of action that’s taken place since last 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

This week on The Reorg Primary View, Hornblower files chapter 11 with RSA providing for $300 million senior DIP, $285 million junior DIP and $345 million rights offering, U.S. Supreme Court declines to consider request from Millennium Health lender claim trustee to review August 2023 ruling from the U.S. Court of Appeals for the Second Circuit that syndicated loans qualify as securities under federal and state laws and Rite Aid debtors file an amended plan with “toggle” allowing a pivot to a sale transaction.

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

Relevant Reports:

EMEA Leveraged Loans Wrap 2023: https://go.reorg-research.com/reorg-emea-leveraged-loans-wrap-2023

EMEA High-Yield Bonds Wrap 2023: https://go.reorg-research.com/european-high-yield-bonds-wrap-2023

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:

-Italian football club Inter, as owner Suning Group looks to extend its loan with Oaktree;

-McDermott’s ongoing restructuring process; and

-The primary market, with a roundup of action that’s taken place since last 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

Relevant Reports:

-EMEA Leveraged Loans Wrap: https://go.reorg-research.com/reorg-emea-leveraged-loans-wrap-2023

-EMEA High Yield Bonds Wrap: https://go.reorg-research.com/european-high-yield-bonds-wrap-2023

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:

-Swedish debt collector Intrum, as its notes continue to slide downwards;

-Ardagh Group and its own looming debt maturities;

-The latest developments in Altice’s ongoing deleveraging plans; and

-The primary market, with a roundup of action that’s taken place since last 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