
Octus Radio
Morgan Stanley Private Credit’s Ashwin Krishnan Talks Opportunistic Strategies, Outlook for 2024
Jan 29, 2024
Ashwin Krishnan from Morgan Stanley and Katharina Mora discuss opportuntistic private credit, leveraged finance, distressed debt, and market trends. They cover hybrid capital solutions, bankruptcy proceedings, diverse financial discussions, and legal rulings on PREPA bondholders and asbestos trust establishment.
24:24
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Quick takeaways
- Opportunistic credit strategy offers flexible solutions in private markets, spanning performing to distress credits.
- Investment elements in opportunistic credit include tailored components like fees, yields, and equity upside for maximized returns.
Deep dives
Defining Opportunistic Credit Strategy
Opportunistic credit strategy involves approaching solutions with capital flexibility to provide senior debt, junior debt, or preferred equity based on specific situations. It focuses on private markets within a landscape where performing credit transitions into distress credit, offering solutions beyond traditional use cases like LBOs to various needs.
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