#42 The Credit Expert
Behind the Balance Sheet
Covenants and Credit Market Dynamics
This chapter examines the evolution and enforcement of debt covenants in credit markets, particularly through the lens of Kantar, a private equity-owned media company. It discusses the implications of fewer covenants as leverage increases, highlighting potential defaults and risks amid changing interest rates. The conversation also explores the impact of government fiscal policies and global debt levels on market stability and investor behavior.
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