FICC Focus Leveraged Loan, CLO Outlook 2025, US vs. Europe: Credit Crunch
Jan 15, 2025
Desmond English, Head of European Leveraged Loans at Amundi, shares his expertise on the evolving landscape of leveraged loans and CLOs. He discusses the contrasting performance of U.S. and European markets, emphasizing trends in loan pricing and default rates. The conversation reveals the significant role CLOs play in driving loan supply and tackles the impact of monetary policy on market dynamics. English also addresses liquidity challenges and the future outlook for loans, highlighting expected growth and investment opportunities heading into 2025.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Leveraged Loans Unveiled
02:10 • 12min
Navigating the Loan Landscape: US vs Europe
14:12 • 16min
Diverging Default Rates in Global Loan Markets
30:21 • 9min
Evaluating Loan Liquidity: Market Dynamics and Settlement Improvements
39:30 • 2min
Market Dynamics and Regulatory Perspectives on Leveraged Loans
41:39 • 2min
Current Trends and Future Projections in the Leveraged Loan Market
43:27 • 3min