This chapter discusses the potential distress cycle caused by excess liquidity and inflation resulting from the COVID response. It explores how larger and smaller companies may be affected differently and anticipates increased restructuring and distressed investing activities in the future.
Reorg’s Patrick Fitzgerald talks to Richard J. Shinder, founder and managing partner of Theatine Partners about the state of direct lending in the U.S. and whether direct lenders are adequately prepared to work out problem credits in the #distressed cycle that may very well be approaching.
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