The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs
The Memo by Howard Marks
Opportunistic Credit Landscape and Impending Maturity Walls
This chapter explores the changing landscape of opportunistic credit and the urgency among borrowers due to liquidity issues and upcoming maturities. It highlights the vulnerability of companies with significant floating rate debt and deteriorating fundamentals in the credit market. Additionally, it discusses the opportunities in private credit and predicts an eventual widening of spreads.
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