This chapter examines the bond market's current state and its implications for the U.S. economy, particularly in relation to interest rates and corporate earnings. It also discusses future expectations for the market amid changing dynamics influenced by Fed policies and upcoming elections.
This week on The Reorg Primary View, Reorg's Katherine Schwartz speaks to Jim Schaeffer of Aegon Asset Management, where Jim is the global head of leveraged finance and serves as a portfolio manager for the various leveraged finance strategies. They discuss the recent volatility in markets, how anticipated rate changes might affect the market and M&A, the recent trend of dividend recaps, liability management exercises and their effect on the secondary loan market and much more.
And, as always, we 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.