In the latest episode of the Know More. Risk Better. podcast, host Logan Miller, Head of European Strategy at CreditSights, is joined by Luke Millar, Global Editor-in-Chief of LevFin Insights, to explore current developments and forward-looking trends in the European leveraged finance markets.
They delve into key topics such as the performance of the high-yield market, driven by a recovery in stressed sectors like real estate, elevated carry from high starting yields and narrowing credit risk premiums. The discussion also covers the dynamics between fixed and floating rate leveraged debt, the market's appetite for risk, the pivotal role of CLOs, and the outlook for future issuance and refinancing activities amid shifting interest rates and M&A pipelines.
Know More. Risk Better.