Exploring Attractive Sectors and Countries for New Deals in the Second Half

2min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

Exploring the most favorable sectors and countries for upcoming deals, emphasizing businesses with robust cash flows and defensive traits. The discussion highlights potential opportunities in software, healthcare, and business services, along with a notable lack of funding in the industrial sector, stressing the need for thorough diligence in financing decisions.

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. 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