Keep Calm, Carry On with Leveraged Loans and CLOs: Credit Crunch
Jan 16, 2024•52 min
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Episode description
CLOs are driving loan supply and in this Credit Crunch podcast, host Mahesh Bhimalingam, Bloomberg Intelligence Chief European Credit Strategist and Paul Mehta, Head of Leveraged Loans at Aberdeen, reflect on how the leveraged loan market fared last year and the outlook for loans in 2024.
They discuss BI's leveraged loan outlook publication covering loan pricing, returns, supply and relative value vs. high yield bonds as well as loan growth relative to the bond market and private credit in detail and also address the outlook for CLO issuance, reinvestment risks and arbitrage evolution and implications for 2024.
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