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Now live! Explore the program for the upcoming 2024 Global Conference, taking place May 5-8, 2024.

Credit Is a Cycle: Global Market Outlook

Credit Is a Cycle: Global Market Outlook

Never has the global mountain of debt—both corporate and fiscal—been higher than it is now. As BBB-rated corporate debt overtakes investment grade and the credit cycle slowly turns, are investors underestimating the risk (and opportunities) of deteriorating credit and downgrades? Will the Federal Reserve continue its timid stance towards rate hikes, and is Modern Monetary Theory the harbinger of a switch from monetary to fiscal expansion? Join some of the most prolific investors as they outline their current assessment and outlook of the credit market.


Michael Milken
Chairman, Milken Institute



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


Josh Friedman
Co-Founder, Co-Chairman and Co-CEO, Canyon Partners, LLC


Sir Michael Hintze
Group Executive Chairman and Senior Investment Officer, CQS


David Miller
Global Head of Credit and Head of Global Credit Products, Credit Suisse


Jim Zelter
Co-President, Apollo Global Management