This week on The Reorg Primary View, Amir Vardi, managing director and head of structured credit for the credit investments group at UBS Asset Management (formerly Credit Suisse Asset Management) joins Reorg’s Hugh Minch to discuss the outlook for the CLO market in the face of a more challenging macroeconomic environment.

Vardi discusses the impact of the Federal Reserve’s projected September interest rate cut on CLOs, the cause and implications of the volatility seen in early August, the outlook for defaults and liability management exercises in underlying loan portfolios, as well as competition between the syndicated loan and private credit markets.

And, as always, we bring you our weekly summary of interesting developments in the restructuring world as well as a preview of what’s on tap for this week.

For more information on our latest events and webinars, visit 
reorg.com/resources/events-and-webinars/ 

Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-record

We’re looking for feedback to improve the podcast experience! Please share your thoughts by taking the survey:https://www.research.net/r/Reorg_podcast_survey

UBS’ Amir Vardi on Rate Cuts, CLO Outlook, and Market Volatility

The Reorg Podcast Network is evolving into something new. This feed will no longer be updated as we transition to the Octus Podcast Network. Our new platform offers exclusive interviews, fresh insights, and deeper analysis on the latest trends in finance.

Follow us on the Octus Podcast Network for a richer experience, and stay tuned as we continue to grow and deliver content that keeps you informed and ahead of the curve. Subscribe to our new feed to continue your journey with us!

UBS’ Amir Vardi on Rate Cuts, CLO Outlook, and Market Volatility

Octus Podcast Network (formerly Reorg)