Octus Radio

Andrzej Skiba, managing director at RBC Global Asset Management, discusses dynamics in the 2024 leveraged finance market including market conditions, defaults, and the impact of inflation. The podcast also explores trends in fixed vs. floating rate debt, competition between private credit lenders and syndicated loan market, and bankruptcy cases overview.

Topics discussed include the mood of the market, M&A pipeline, LBO market, rivalry between private credit and broadly syndicated loans, positive shift in leveraged loan market, rise in M&A activity in Europe, stability in credit, financing availability, Silicon Valley bank collapse impact and future economic concerns, financial court proceedings, bankruptcy court proceedings, legal disputes in Chapter 11 cases.

Relevant Reports: EMEA Primary Market Wrap 2023: https://go.reorg-research.com/emea-primary-market-2023-full-year-wrap Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Egypt’s local-currency sovereign debt instruments after last week’s rate hike; -Europe’s care homes sector after a challenging 2023 for operators; and -The primary market, with a roundup of action that’s taken place since last week. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For more information on our latest events and webinars: reorg.com/resources/events-and-webinars/ Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/ #leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans

Explore the evolution and benefits of NAV lending in private equity with insights from Greg Hardiman of 17Capital. Discover the growth and applications of NAV financing, flexibility in non-bank investments, fund financing dynamics, efficiency with NAV lending, and updates on bankruptcy cases and corporate stories.

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -The latest results from French specialty chemical producer Seqens; -The English High Court declines to sanction Aggregate’s latest restructuring plan; and -The primary market, with a roundup of action that’s taken place since last week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For more information on our latest events and webinars: reorg.com/resources/events-and-webinars/ Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/ #leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans

This week on the Reorg Primary View, Himani Trivedi, head of structured credit at Nuveen, joins Reorg’s Hugh Minch for a deep dive on investing in CLO equity. Trivedi discusses how CLO equity correlates with other asset classes within the leveraged finance universe and how different profiles of equity will perform in a range of future macroeconomic scenarios. And as always, we also bring you our weekly summary of interesting developments in the restructuring world as well as a preview of what’s on tap for this week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For more information on our latest events and webinars: reorg.com/resources/events-and-webinars/ Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/ #leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans

This podcast delves into Egypt's looming sovereign default, GHD's underperformance in the nursing home care sector, and highlights from the primary market. They discuss economic challenges, IMF loans, and Gulf investments in Egypt, along with GHD's financial analysis for Q4 2023. The episode also covers struggles in the home care division, budget disparities, bond issuances, and trading updates.

This podcast discusses Hornblower's chapter 11 filing with $930 million in funding, US Supreme Court decision on syndicated loans as securities, and Rite Aid's modified plan with a 'toggle' option for a sale transaction. It also covers court approvals, creditor analysis, airline industry trends, financial updates from various companies, and insights into legal proceedings and debt restructuring in the financial sector.

Relevant Reports: EMEA Leveraged Loans Wrap 2023: https://go.reorg-research.com/reorg-emea-leveraged-loans-wrap-2023 EMEA High-Yield Bonds Wrap 2023: https://go.reorg-research.com/european-high-yield-bonds-wrap-2023 Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Italian football club Inter, as owner Suning Group looks to extend its loan with Oaktree; -McDermott’s ongoing restructuring process; and -The primary market, with a roundup of action that’s taken place since last week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For more information on our latest events and webinars: reorg.com/resources/events-and-webinars/ Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/ #leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans

Relevant Reports: -EMEA Leveraged Loans Wrap: https://go.reorg-research.com/reorg-emea-leveraged-loans-wrap-2023 -EMEA High Yield Bonds Wrap: https://go.reorg-research.com/european-high-yield-bonds-wrap-2023 Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Swedish debt collector Intrum, as its notes continue to slide downwards; -Ardagh Group and its own looming debt maturities; -The latest developments in Altice’s ongoing deleveraging plans; and -The primary market, with a roundup of action that’s taken place since last week. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey For more information on our latest events and webinars: reorg.com/resources/events-and-webinars/ Sign up to our weekly newsletter Reorg on the Record: reorg.com/resources/reorg-on-the-record/ #leveragedfinance #highyield #restructuring #performingcredit #distresseddebt #debtrestructuring #leveragedloans