The Credit Edge by Bloomberg Intelligence Distressed Specialist Aptior Sees Opportunity in Chaos
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Apr 10, 2025 Rudi Singh, founder of Aptior Capital, dives into the chaos of distressed debt markets with experts Giulia Morpurgo and Tolu Alamutu. With nearly two decades of experience, Singh highlights how global market volatility can uncover golden opportunities in companies laden with debt. The trio discusses the shift of US investors to Europe, navigating complex negotiations in corporate restructurings, and the impact of macroeconomic factors on secured debt. They also touch on overlooked European investments and the rising influence of AI and climate change on market strategies.
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European High-Yield Market Volatility
- European high-yield markets are experiencing rapid changes due to US policy.
- Investors are noticing potential opportunities arising from this volatility.
Investor Shift to Europe
- Investors are reevaluating their North America and equity exposure and considering Europe.
- This shift is driven by recent market events and differs from 2018.
Investment Opportunities in Cyclical Sectors
- Aptior Capital finds opportunities in cyclical sectors like healthcare, telecoms, and real estate.
- They target companies with strong fundamentals but weak capital structures.