Leveraged Loans in Flux: Volatility, AI and Market Shifts
Know More. Risk Better. Podcast | Season 10, Episode 19
In this episode of the Know More. Risk Better. podcast, the conversation unpacks how shifting rate expectations, geopolitical uncertainty, and evolving market dynamics are shaping the leveraged loan market. Winnie Cisar is joined by Kerry Kantin to discuss the sharp shift in market sentiment, slowing issuance, and the challenges facing refinancing and deal timing amid volatility. They explore the rise of AI infrastructure and data center financing, changing dynamics between loan and high yield markets, and the evolving relationship with private credit. The episode delivers timely insight to help investors better navigate today鈥檚 complex leveraged finance landscape with greater confidence.
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Speakers:
Winnie Cisar, Global Head of Strategy, 乱伦短视频:
Winnie leads strategy coverage across credit markets, specializing in high yield, investment grade, leveraged finance, and market drivers influencing new issuance.
Kerry Kantin, Bureau Chief US, LevFin Insights:
Kerry covers the US institutional loan market and provides insights on leveraged finance as part of LevFin Insights within Fitch Solutions.
Timestamps:
鈥� Introduction
鈥� Market Sentiment Shift and Loan Market Dynamics
鈥� Introduction and Market Overview
鈥� Emerging Trends in Loan Issuance
鈥� The Impact of AI and Data Centers
鈥� M&A Activity and Market Pressures
鈥� Fed Policy and Economic Outlook
鈥� Private Credit and Broadly Syndicated Loans
鈥� Conclusion and Key Takeaways
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