Private Debt Investor Podcast

Private debt’s show of strength

13 snips
Oct 22, 2025
Join Randy Schwimmer, a private credit strategist from Churchill Asset Management, Laura Parrott from Nuveen focusing on investment-grade solutions, and Michael Massarano of Arcmont discussing the evolving landscape of private debt. They explore why M&A activity is surging despite economic uncertainty, the impact of inflation and unemployment on European markets, and the growing appeal of private investment-grade credit. Hear insights on regional market dynamics, relationship-driven deal wins, and the importance of scale and investor connections in navigating the private credit space.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

Markets Reopened And Dealflow Surged

  • U.S. credit markets reopened and spreads tightened, fueling strong public and private issuance.
  • Randy Schwimmer says new deal issuance accelerated and August was unusually busy for deals.
INSIGHT

Europe’s Headlines Mask Solid Fundamentals

  • European macro headlines looked negative but underlying data showed falling inflation and low unemployment.
  • Michael Massarano links that data to a material uptick in private deal activity and rising M&A volumes.
INSIGHT

Investment‑Grade And Infrastructure Dealflow Rises

  • Investment-grade and infrastructure private debt are seeing record issuance as spreads tighten and rates stabilize.
  • Laura Parrott reports strong infrastructure dealflow, especially around energy and transition projects.
Get the Snipd Podcast app to discover more snips from this episode
Get the app