

Will Debt Markets Find Their Way in 2024?
Aug 31, 2023
Martin Horne, Global Head of Public Assets at Barings, talks with Ben Thompson about the current state of debt capital markets and the outlook for next year. They discuss global and regional trends, portfolio positionings, and the private credit market. They also explore the positives and negatives of investing in Europe versus the US and analyze the uncertain outlook for 2024, including the potential impact of rate movements on company earnings.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Developments and Challenges in the Debt Markets
03:14 • 6min
Balancing Prospects for Investing or Lending in Europe vs. US
09:04 • 3min
Analyzing the Outlook for 2024 and Potential Challenges
11:41 • 3min
The Importance of the European Leverage Finance Conference
14:29 • 3min