Analyzing pricing, covenants, and investor allocations in leveraged loans and private credit markets, considering their impact on M&A deal flow and negotiation dynamics. Exploring the evolving landscape of covenants and flexibility in direct lending to borrowers.
This week on The Primary View, Columbia Threadneedle’s Stanton Ray, head of the US loan platform and senior portfolio manager, and Mary Shaifer, head of CLO business development, join Reorg’s Hugh Minch to discuss the trends impacting private credit and leveraged loans, as well as similarities and differences between the two asset classes amid rapid spread compression.
And, as always, we also 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.
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