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Understanding Market Volatility: Insights on Loans and Private Credit
Mar 6, 2025
Kerry Kantin, U.S. Bureau Chief at LevFin Insights, joins the conversation to unpack the current volatility in loan and private credit markets. He sheds light on how recent economic conditions and interest rates are influencing market dynamics. The discussion highlights challenges in deal-making amid geopolitical uncertainties and explores M&A activity expectations for 2025. Kerry also explains the competitive landscape between broadly syndicated loans and private credit, emphasizing the significance of ongoing analysis in navigating these complex financial terrains.
28:07
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Quick takeaways
- Recent market volatility has shifted investor sentiment, leading to cautious approaches in the broadly syndicated loan and private credit sectors.
- Expectations for M&A activity in 2025 are subdued due to ongoing macroeconomic uncertainties affecting market enthusiasm and deal-making conditions.
Deep dives
Market Reactions and Trends in Loan Issuance
Recent market dynamics show a significant shift in the primary loan market, particularly with broadly syndicated loans (BSLs). January experienced unprecedented activity with over $200 billion in launches, driven by a strong 'risk on' sentiment. However, this momentum moderated in February, with launch volume dropping to about $89 billion amid rising concerns over economic indicators and a drop in investor demand for riskier deals. This change indicates that while the volume remains substantial, a more cautious approach is emerging among investors, potentially altering the landscape for issuers seeking refinancing.
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