Know More. Risk Better. Navigating the Golden Age of Private Credit: Part 3
May 30, 2024
Guest Lyle Margolis from Fitch Ratings discusses rising borrowing costs impacting portfolio ratings, Fed cuts pricing, default trends in high yield bond market, sector trends, ARR loans for software companies, and private credit market recovery rates and dynamics.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 4min
Impact of Rising Borrowing Costs on Portfolio Ratings
04:00 • 6min
Exploring Fed cuts pricing and pick interest in capital structures
09:32 • 4min
Analyzing Financial Trends and Sector Default Patterns
13:36 • 2min
Exploring Annualized Recurring Revenue Loans for Software Companies
15:34 • 3min
Private Credit Market Recovery Rates and Market Dynamics
18:06 • 23min