The Credit Recovery: Uneven, Unequal, Uncertain?

https://vimeo.com/468162012

2020 Global Conference

The Credit Recovery: Uneven, Unequal, Uncertain?

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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?
 

Speakers

Ilfryn Carstairs
Partner, Co-CEO and Chief Investment Officer, Värde Partners

Leslee Cowen
Management Committee Partner, Fortress Investment Group

Joseph Naggar
Partner and Head of Structured Products, GoldenTree Asset Management

Jim Zelter
Co-President, Apollo Global Management, LLC

 

Moderator

Michael Piwowar
Executive Director, Center for Financial Markets, Milken Institute

 

 

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Published October 21, 2020