With Morgan Stanley’s European Leveraged Finance Conference underway, our Head of Corporate Credit Research Andrew Sheets joins Chief Fixed Income Strategist Vishy Tirupattur to discuss private credit, M&A activity and AI infrastructure.Read more insights from Morgan Stanley.----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm An ... Show More
Sep 2024
Leveraged finance markets: As good as it gets?
<p>Join Daniel Rudnicki Schlumberger, Head of Leveraged Finance in EMEA, Andrew Crook, Head of Leveraged Finance Sales, and Daniel Lamy, Head of European Credit Strategy Research, to explore the world of leveraged finance. They provide a snapshot of the latest insights and trends ... Show More
19m 9s
Apr 2025
The case for private credit
How will rising uncertainty about the global economy and markets affect the outlook for private credit? Goldman Sachs’ James Reynolds, global co-head of private credit in Goldman Sachs Asset Management, and Lotfi Karoui, chief credit strategist and head of credit, mortgages and s ... Show More
19m 30s
Aug 2024
Recession or slowdown? Navigating uncertainty
<p class="p1">Ben Thompson, Head of EMEA Leveraged Finance Capital Markets, hosts Jonathan Butler, Head of European Leveraged Finance and Co-Head of Global High Yield Strategy at PGIM Fixed Income, to unpack the global leveraged finance market. They discuss central bank policies, ... Show More
11m 40s
Apr 2024
A New Perspective for Credit Investors
Today’s credit markets offer investors an unprecedented range of risk and return opportunities, but also greater complexity that makes it challenging to allocate capital efficiently. In this special edition SIAG episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, t ... Show More
18m 29s
Feb 2025
The Deal Room: Private Equity Wars, IBD Pay Trends & Santander's U.S. Dream
In this episode, Anthony and Stephen discuss key topics in the financial industry, focusing on investment banking salaries and bonuses, a fierce private equity battle in Japan, Santander's ambitions in the US market, and the troubled merger talks between Honda and Nissan.
The co ... Show More
35m 6s
Oct 2022
Macro pressures affecting private markets
David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, have a discussion around the macro pressures affecting private markets – across real assets, private equity, private credit and hedge funds – and where institutional investors can ... Show More
27m 17s
May 2024
Extra Credit: Can Private Credit Weather the Storm?
In this episode of Extra Credit, Danilo Rippa, Head of Multi-Strategy Credit at Man Group is joined by Kevin Marchetti, co-Head of Direct Lending and Chief Credit Officer, and Zeshan Ashfaque, Senior Credit Officer at Man Varagon. Private credit has grown significantly over the p ... Show More
19m 50s