ION Analytics

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Kanal • 8 Sendungen

Wirtschaft

Wirtschaft

Wöchentlich
Wirtschaftsnachrichten

Wirtschaftsnachrichten

Monatlich
Geldanlage

Geldanlage

Zweimonatlich
Geldanlage

Geldanlage

Wöchentlich
Geldanlage

Geldanlage

Monatlich
Wirtschaft

Wirtschaft

Monatlich
Geldanlage

Geldanlage

Monatlich

6. MÄRZ

How to make a boatload of money for investors while changing the world – Morgan Stanley’s Seema Hingorani, with Lucinda Guthrie

Seema Hingorani, managing director and member of the Operating Committee at Morgan Stanley Investment Management (MSIM) talks to Lucinda Guthrie, executive editor at Mergermarket in this episode of Dealcast marking International Women’s Day. Investing “where nobody’s looking” opens up the prospect of making a “boatload of money”, and when this means allocating to diverse teams allocators are changing the world as they do this, Hingorani argues. Hingorani reflects on her own storied journey as an asset allocator from hedge fund entrepreneurship, through to her tenure until 2014 as CIO of New York City Retirement Systems, which had assets of USD 160bn to her current role at Morgan Stanley Investment Management. Struck by the lack of female talent within the industry, Hingorani noted the major opportunity cost not only for women who could build outstanding careers but also for investors lacking a range of perspectives for how to put their money to work. This observation led her to found Girls Who Invest in 2015, an institution that continues to build awareness of career pathways in the investment world and now counts 4,000 alumni across 200 universities. From talent development to retention and investor returns to public service, this episode is a fascinating insight into a major Wall Street player at the top of her game, who has created a movement that is attracting and training top female talent into the finance industry.

6. März

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32 Min.
2. MÄRZ

Arcmont's Mattis Poetter on the 2026 outlook for Europe private credit

In this episode, Debtwire Europe's Francesca Ricciardi sits down with Arcmont Asset Management's Mattis Poetter to discuss what 2026 has in store for the European private credit market. From expected pricing dynamics and deployment trends to emerging private-credit segments and competition.

2. März

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17 Min.
6. MÄRZ

CVC’s head of credit sees dislocation, and private credit ready to deploy

“Private markets and private credit can be very, very helpful,” says Andrew Davies, in reference to the emerging dislocations he sees in financial markets, on the latest Credit Exchange podcast with Lisa Lee. Davies is the head of credit at CVC Capital Partners, a global private markets manager with more than EUR 200bn in AUM. That help could be in the form of helping banks that are struggling to offload underwritten debt, scooping up publicly trading debt that’s priced too low, or providing to financial sponsors who find banks pared back, Davies says. “We’ve seen it every time there’s a period of volatility,” he adds. CVC and private credit is still deploying, despite increasing geopolitical risks, fears of AI disruption, and negative headlines around the industry, particularly in the US. European private credit is different, Davies contends, with more stability in capital flows that are more reliant on institutional investors rather than affluent individuals. The opportunity in Europe is to access a fragmented market that is less mature and has less competitive tension. “It’s been somewhat immune from that over the last year or so, in terms of what you’re sensing coming out of the news flow in the US,” Davies says. His biggest worry is around a heightened risk environment in the geopolitical landscape. There has already been short-term price action in energy markets, which Europe is very exposed to. “Does that flow into inflation? Does that flow into rates? Does that flow into a number of things?” he asks.

6. März

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24 Min.
25. FEB.

2026 Playbook: AI disruption, LME & Chapter 11 trends

In this episode of the Debtwired Podcast, host Madalina Iacob is joined by Wariz Anifowoshe, Head of Restructuring at Fortress Investment Group, Kevin Fortunato, Portfolio Manager at Benefit Street Partners, and Scott Greenberg, Global Head of Restructuring at Gibson Dunn. A central theme of the discussion is AI-driven disruption, particularly in software, and how investors are positioning defensively while selectively hunting for opportunities. Panelists emphasize that AI risk is already reshaping maturity extensions, underwriting assumptions, and liability management decisions, especially for businesses facing rapid technological change. The group also explores what’s driving the unprecedented speed at which loans are trading down from CLO technicals, group-formation risk, and growing familiarity with liability management exercises (LMEs). Speakers expect both more LMEs and an uptick in Chapter 11 filings this year, including failed LMEs from prior vintages where balance sheets were fixed, but businesses were not. They unpack why LMEs are neither inherently successes nor failures, why every situation is bespoke, and how sponsors and not creditors typically set these processes in motion. Finally, the speakers conclude that cooperation agreements (co-ops) remain an essential and widely used tool for collective creditor action, and there has been no meaningful slowdown in their use since Optimum filed an anti-co-op lawsuit against its creditors.

25. Feb.

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54 Min.
5. MÄRZ

An ad hoc discussion of ad hoc lender groups

On this legal-focused episode of Debtwired, Andy Serbe sits down with Stephen Silverman of Gibson Dunn to talk about ad hoc group formation trends in Chapter 11, the role they play in a plan and negotiation-focused environment, and more.

5. März

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22 Min.
5. MÄRZ

An ad hoc discussion of ad hoc lender groups

On this legal-focused episode of Debtwired, Andy Serbe sits down with Stephen Silverman of Gibson Dunn to talk about ad hoc group formation trends in Chapter 11, the role they play in a plan and negotiation-focused environment, and more.

5. März

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22 Min.
16.02.2024

UBS's Alex Leung talks 2024 infrastructure outlook.

In the latest episode of Crossroads, the Infrastructure Podcast, Senior Policy Reporter Chuck Stanley speaks with Alex Leung, UBS Asset Management’s head of infrastructure research and strategy, about the 2024 Infrastructure Outlook. With the major macroeconomic shocks in recent years likely in the rearview, and an asset class that is impacted far more by long-term trends than short-term volatility, Leung said the ‘animal spirits’ of investor enthusiasm for the sector could have a compounding effect on activity in 2024. Market watchers will be following closely as critical elections in Europe and the US this year could erode some of the political support currently enjoyed by the renewable energy sector. But secular tailwinds will continue to propel renewables forward, Leung said. #energy #infrastructure #digitalassets #fundraising #renewableenergy

16.02.2024

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18 Min.
22.09.2023

Distressed debt, restructuring and debt advisory with Lazard

Debtwire's Jou Yu speaks with Sam Whittaker, Co-Head of Lazard’s Europe Restructuring & Liability Management Group, and his colleague Tom Howard, Co-Head of European Debt Advisory. They talk about a number of wide-ranging topics on debt restructuring and distressed debt in Europe, from the evolving role of the financial advisor, to how documentation is affecting restructuring negotiations, and the way private credit is impacting the fixed income landscape. #distresseddebt #restructuring #privatecredit #debtadvisory #documentation

22.09.2023

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22 Min.
19.12.2025

Understanding today’s restructuring playbook, in and out of the courtroom, with Jayme Goldstein and Tyler Cowan

In this episode of Debtwired! Jayme Goldstein, co-chair of Paul Hastings financial restructuring group, and Tyler Cowan, global head of restructuring and liability management at Lazard, join Debtwire co-managing editor, Madalina Iacob, to discuss how the restructuring landscape has evolved over the past decade and what’s shaping the next wave of restructurings. Expect more in-court processes in 2026 with lenders willing to “take the keys” as tight documents hinder further LMEs. The podcast explores the rise of cooperation agreements as a critical tool for creditors, and the surprising wave of non-sponsor private company bankruptcies, including First Brands and Pine Gate Renewables.

19.12.2025

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57 Min.
19.12.2025

“We’re about year three” in seven-year M&A cycle – KPMG’s Liz Claydon, with Lucinda Guthrie

“We’re about year three” in a seven-year M&A cycle that will see 2026 and 2027 sustain the astonishing deal growth seen this past 12 months. That’s the bold claim of Liz Claydon, global head of deal advisory and global sector lead for Life Sciences at KPMG. In this week’s Dealcast, Claydon joins Lucinda Guthrie, global executive editor at Mergermarket, to discuss how global CEOs have adjusted to technological and geopolitical disruption by seizing the opportunity to reshape their corporate footprints via transformational M&A. At USD 4.81tn, 2025’s global M&A haul has been underpinned by 70 megadeals worth more than USD 10bn. Claydon and Guthrie unpack how trade tensions have kicked off a race for pureplay scale – and explore the extent to which AI is not only driving deal planning, but also value creation execution. Taking in Jared Kushner’s flight from the Warner Bros. Discovery tussle, amid the biggest haul of North American listed dealmaking since 2007; the M&A financing environment in a world of rich valuations; and shifting investor sentiment towards inbound China dealmaking, this episode is a one-stop-shop for practitioners window dressing before year-end – and running the rule on next year’s pipeline.

19.12.2025

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34 Min.

This channel contains a series of podcasts produced by ION Analytics. Here you will find editors and journalists from Mergermarket, Debtwire, and Infralogic discussing the topics and trends shaping the capital markets.