Gunther Stein
Chief investment officer for US performing credit and CLOs at Sound Point Capital Management
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Mar 28, 2024 • 35min
Altice Stress Weighs on CLO Market, Sound Point Says
Guest Gunther Stein from Sound Point Capital Management discusses how Altice's debt issues are impacting the CLO market in Europe. He also talks about the opportunities in technology, cable, and healthcare sectors in the leveraged loan space. Stein expects higher rates to boost leveraged loans and addresses concerns around CLO issuance, pricing, and loan liquidity.
