

Conversations: European Credit at a Turning Point
Sep 7, 2023
Learn about the changes in European credit, challenges of the post-easy money era, risks of geopolitics and AI, and the quality advantage in European markets. Explore the role of banks, syndicated loans, CLOs, high yield bonds, investment grade bonds, and private credit. Discuss the dilemma of buying opportunities, jurisdiction differences, mispriced risks, labor force shortage, risks of higher interest rates, and the impact of AI. Navigate uncertainty in the market and discover potential opportunities.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Evolution of the European credit market
02:43 • 18min
The Dilemma of Buying Opportunities
20:44 • 4min
Jurisdiction Differences and Mispriced Risks
24:28 • 9min
Labor Force Shortage, Risks of Higher Interest Rates, and the Impact of AI in Business Processes
32:59 • 2min
Navigating Uncertainty in the Market
35:14 • 4min
Closing Statement and Disclaimers
39:16 • 3min