Joe Rotondo

In this engaging discussion, Joe Rotondo, a Senior Portfolio Manager at MidOcean Credit Partners, shares insights from his extensive experience in leveraged finance. He highlights a promising resurgence in LBO and M&A activity, driven by lower rates and stable macro conditions. Joe explains the strong outlook for CLO issuances in 2026 and the benefits of refis and resets for equity investors. He also delves into the growing market bifurcation and the critical need for disciplined credit selection amidst rising volatility.