Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Octus Podcast Network (formerly Reorg) and Octus Formly Reorg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Octus Podcast Network (formerly Reorg) and Octus Formly Reorg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

UBS’ Amir Vardi on Rate Cuts, CLO Outlook, and Market Volatility

43:16
 
Share
 

Manage episode 436315384 series 1947315
Content provided by Octus Podcast Network (formerly Reorg) and Octus Formly Reorg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Octus Podcast Network (formerly Reorg) and Octus Formly Reorg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
This week on The Reorg Primary View, Amir Vardi, managing director and head of structured credit for the credit investments group at UBS Asset Management (formerly Credit Suisse Asset Management) joins Reorg’s Hugh Minch to discuss the outlook for the CLO market in the face of a more challenging macroeconomic environment. Vardi discusses the impact of the Federal Reserve’s projected September interest rate cut on CLOs, the cause and implications of the volatility seen in early August, the outlook for defaults and liability management exercises in underlying loan portfolios, as well as competition between the syndicated loan and private credit markets. And, as always, we 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. For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-record We’re looking for feedback to improve the podcast experience! Please share your thoughts by taking the survey:https://www.research.net/r/Reorg_podcast_survey
  continue reading

577 episodes

Artwork
iconShare
 
Manage episode 436315384 series 1947315
Content provided by Octus Podcast Network (formerly Reorg) and Octus Formly Reorg. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Octus Podcast Network (formerly Reorg) and Octus Formly Reorg or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
This week on The Reorg Primary View, Amir Vardi, managing director and head of structured credit for the credit investments group at UBS Asset Management (formerly Credit Suisse Asset Management) joins Reorg’s Hugh Minch to discuss the outlook for the CLO market in the face of a more challenging macroeconomic environment. Vardi discusses the impact of the Federal Reserve’s projected September interest rate cut on CLOs, the cause and implications of the volatility seen in early August, the outlook for defaults and liability management exercises in underlying loan portfolios, as well as competition between the syndicated loan and private credit markets. And, as always, we 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. For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-record We’re looking for feedback to improve the podcast experience! Please share your thoughts by taking the survey:https://www.research.net/r/Reorg_podcast_survey
  continue reading

577 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play