Jimmy Levin, Chief Investment Officer of Sculptor Capital, oversees over $20 billion in credit assets. He shares insights on the unique opportunities presented by recent market volatility and rising interest rates, reshaping traditional credit strategies. The conversation dives into the resurgence of asset-based finance and its implications, particularly in real estate. Levin also discusses the differences in opportunistic lending between the U.S. and Europe, emphasizing evolving frameworks. A forward-looking market outlook offers tantalizing prospects for credit investors.

Jimmy Levin, chief investment officer at Sculptor Capital Management, joins Bloomberg contributors James Crombie and Irene Garcia Perez, along with credit analyst Stephane Kovatchev. They discuss striking opportunities in funding companies with unsustainable debt loads, viewing it as the best chance in corporate credit recently. Levin highlights expected growth in asset-based finance and potential double-digit returns. The panel also evaluates the resilience of U.S. consumers and the outlook for debt in cyclical industries amid fluctuating interest rates.