乱伦短视频

Making Hay While the Sun Shines: Loan Markets, Rates, and M&A Outlook

Season 8, Episode 26

This week on the 鈥淜now More Risk Better鈥 podcast, Winnie Cisar, Global Head of Strategy at 乱伦短视频, is joined by Kerry Kantin, US Bureau Chief for LFI, to examine the pulse of the broadly syndicated loan (BSL) market as we approach the second half of 2025. They dive into the factors driving BSL activity, from macro volatility and tariff headlines to the technical dynamics fueling tight spreads and strong investor demand. The conversation explores the cautious optimism among investors, the impact of Fed policy expectations, and why the much-anticipated M&A and LBO wave remains on hold. Kerry also discusses creative deal flow solutions, the interplay between BSL and private credit, and the outlook for new issuance versus repayments. This episode is a must-listen for anyone navigating leveraged finance, seeking expert, data-driven insights on credit markets in a year full of surprises.

 

Winnie Cisar
Global Head of Strategy at 乱伦短视频

Kerry Kantin
US Bureau Chief at LFI

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