October 19 at 10:00 am PDT / 1:00 pm EDT
Credit trends have improved rapidly this year, reflecting positive data surprises and the continued impact of ongoing policy support. And while the share of the riskiest credits is close to an all-time high and inflation worries continue to linger, the future years seem set for borrower-friendly deal terms and search for yield. Are concerns around the growth and inflationary pressure warranted or necessary to stabilize the economic recovery? And what factors about the credit recovery should investors consider before questioning its allocation in their portfolios?
Moderator
Michael Milken
Chairman, Milken Institute
Speakers
Adam Kertzner
Portfolio Manager and Senior Partner, Oak Hill Advisors
Lee Kruter
Partner and Head of Corporate Bonds and Loans, GoldenTree Asset Management
AJ Murphy
Head of Markets, Standard Industries
Don Young
Co-Founder and Partner, CBAM Partners