Discussion on direct lenders' cautious outlook on M&A revival, reliance on existing portfolios, refinancing activity, and potential for dividend recaps in the current environment.
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:
-Spanish steel company Celsa’s restructuring plan, and why it matters;
-U.K. telecoms group TalkTalk, its upcoming maturities and what its options are; and
-Direct lenders, and what their expectations are heading into the post-summer period.
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