Views from the Desk

The Unfolding Credit Cycle: Slower, More Traditional

Paul Goldschmid, Partner and

Co-Portfolio Manager, discusses where we are in the cycle and the growing opportunity set in credit.

Published: 2.10.2023
Distressed Investing Today: New Participants and Liability Management Trends

Daniel Ehrmann, Partner and Head of Restructuring, and Josh Bissu, Head of Distressed Trading, discuss changes in the distressed landscape and key developments we are focused on today.

Published: 2.10.2023
The Loan & CLO Machine: The Flywheel of Fundamentals and Technicals

Young Choi, Partner and Portfolio Manager of Rockford Tower, and Gannon McCaffery, Managing Director, discuss the factors driving opportunity in the loan and CLO markets today.

Published: 2.13.2023
Healthcare: Investing Across the Cycle

Ed Testerman, Partner and U.S. Investment Committee member, discusses headwinds the healthcare sector has faced and potential tailwinds in 2023.

Published: 2.16.2023
United Kingdom: A Perfect Storm

Domenico Lia, Partner and Co-Head of King Street Europe, discusses the state of the UK markets and the growing pipeline in credit.

Published: 2.17.2023
Real Estate: Maturities are the Real Wall of Worry

Paul Brennan and Mark Van Zandt, Co-Heads of Real Estate, discuss the impact of rising rates on the U.S. and European commercial real estate markets and how looming maturity towers may drive special situations opportunities.

Published: 3.21.2023