October 21 at 6:00 am PDT/9:00 am EDT
While the future looks uncertain across many market sectors, credit recovery might be the most ambiguous and difficult to judge. Lingering concerns around leverage and the increasing number of BBB-rated companies have now been amplified by falling incomes and growing corporate and fiscal debt. How dependent is the current market outlook on continued central bank purchases? And are there specific sectors and regions that offer opportunities, or does the current crisis require an idiosyncratic approach that cannot be narrowed down at a macro level?
Partner, Co-CEO and Chief Investment Officer, Värde Partners
Management Committee Partner, Fortress Investment Group
Partner and Head of Structured Products, GoldenTree Asset Management
Co-President, Apollo Global Management, LLC
Executive Director, Center for Financial Markets, Milken Institute