ION Analytics

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Canal • 8 programas

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Noticias de negocios

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Economía y empresa

Economía y empresa

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Economía y empresa

Economía y empresa

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23/04/2025

Bain Capital’s Michael Ewald on private credit opportunities amid volatility

On this episode of the Debtwired! podcast, Michael Ewald, Bain Capital’s global head of private credit, joins Melina Chalkia, Debtwire’s primary market reporter for North America, to unpack how one of the biggest players in the space is navigating a volatile credit environment. Ewald, who joined Bain Capital in 1998, is a Partner, Global Head of the Private Credit Group, Portfolio Manager for the Middle Market Credit and Senior Direct Lending strategies, and a Credit Committee member. He also serves as CEO of Bain Capital Specialty Finance, a registered business development company. In this conversation, Ewald discusses how Bain is deploying capital amid the volatility driven by President Trump’s tariff threats. He explains where he finds opportunities in today’s market, what sectors he avoids and his continued focus on the core middle market. The conversation also touches on key shifts in covenant protections and pricing. As syndicated deal flow slows, private credit continues to draw interest.

23/04/2025

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18 min
12/02/2025

JP Morgan's Thomas Kennedy on investment opportunities amid rising uncertainty

On this episode of the Debtwired! podcast, Thomas Kennedy, Chief Investment Strategist for JP Morgan Private Bank, joins Melina Chalkia, Debtwire’s primary market reporter for North America, to discuss how debt markets are responding to the shifting monetary policy and geopolitical tensions. Kennedy leads the development of the bank's global economic and investment views, while serving as the chair of the Global Investment Strategy Group. Previously, Kennedy worked at the Federal Reserve Bank of New York for eight years, holding various research and policy positions. In this conversation, Kennedy discusses the interest rate outlook for 2025 and how high yield markets will be impacted by President Trump’s tariffs. He highlights where he finds the best investment opportunities in debt markets and direct lending. #JPMorgan #Outlook #Debt, #Investment Opportunities #Direct Lending

12/02/2025

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17 min
11/04/2025

Trump tariffs will materially impact credit, raise financing costs – Napier Park’s Jon Dorfman

The Trump administration chose a shock-and-awe approach to begin tariff negotiations, and backpedalling from the more extreme stances is the right decision, said Jonathan Dorfman, co-founder and CIO of alternative credit manager Napier Park Global Capital, on the latest ‘Credit Exchange with Lisa Lee’ podcast. Regardless, it’s clear there will be some tariffs, and credit investors should take that very seriously, Dorfman told Lisa Lee, managing editor at Creditflux, in a podcast taped 9 April. Companies in the non-investment grade space that are exposed to tariff risks are looking at survival or no survival. Defaults will be higher. Companies will find it harder to get financing and face higher cost of capital due to the big movement in the long end of Treasuries, combined with widening credit spreads, said Dorfman. The violence of the market movements will create more uncertainty at the corporate C-suite, as well as among consumers, who have already been psychologically damaged. All that risks slowing down the economy pretty meaningfully, cautioned Dorfman. Credit markets so far have softened, but not materially. That’s because of the Federal Reserve. If these market moves had happened five or ten years ago, the credit market would have completely collapsed. What’s changed is the base rate. There’s very little leverage in credit markets, which means no margin calls. No margin calls means no forced selling. Because most credit buying has been based on gross yield, unlevered buying, the system has held up pretty well, Dorfman said.

11/04/2025

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21 min
30/04/2024

Deloitte's Lauren Reichenau-Guidry on taxes, debt cancellation income, and transactions

This month on Legal Lens, host Andy Serbe sits down with Deloitte's Lauren Reichenau-Guidry to discuss the various tax implications of key transactions in restructuring, cancellation of debt income, and more.

30/04/2024

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19 min
06/02/2025

Structuring Success: Securing the Right Debt Deal for Every Business, with Danyal Khan

In this episode of Debtwired!, host Amelia Weitzman speaks with Danyal Khan, founder of Altocrest Advisory, about the challenges businesses face in debt financing. With over a decade in institutional banking and advisory roles, Khan discusses his motivation for launching a boutique advisory firm to better serve UK businesses, especially with EBITDA between £1-5 million, a segment often overlooked by larger financial institutions. Khan explains how debt advisory services can help businesses navigate a complex and expanding lending landscape, ensuring they secure financing suited to their needs. He highlights common mistakes businesses make when raising debt, misconceptions about debt, and the benefits of boutique advisory firms. #privatecredit #M&A #Debtwire #dealfinancing #refinancing

06/02/2025

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17 min
07/09/2023

Q4 Preview: Sponsors sit tight and see

With the European private equity market back to business as usual after the summer, Mergermarket's funds editor Harriet Matthews and senior private equity reporter Rachel Lewis discuss what to expect for the rest of the year, with a guest interview from Chris Boycott, corporate partner at Linklaters. Deal volume for the year to date stands at around EUR 58bn, versus EUR 216bn for FY 2022; meanwhile, down significantly at just 37% of last year's full-year figure, according to Mergermarket data. Chris Boycott joins the podcast to share his outlook on private equity activity, discussing topics including the bright spots in dealmaking and gaps in buyer and seller expectations He also discusses the challenges that sponsors are currently facing, as well as the areas that are attracting sponsor interest in the current market. Following up with some key takeaways from the interview, the team aims to reach a consensus on what Q4 and the start of next year might look like. 1:49 – Data round-up 4:18 – Market sentiment 6:56 – Upcoming processes 9:40 – Interview with Chris Boycott, corporate partner at Linklaters 27:12 – Key takeaways 32:00 – Pockets of activity 34:09 – Fundraising outlook You can listen to the podcast HERE, as well as your favourite podcasting platforms, including Spotify and Apple Podcasts. If you would like to hear more podcasts produced by ION Analytics, you can access the ION Analytics channel on Apple Podcasts. Theme music: ©2012 Kick Up The Fire

07/09/2023

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37 min
15/01/2021

Muni Lowdown: State of Play – Puerto Rico House Speaker Rafael Hernandez

Debtwire Municipals' San Juan-based reporter Eva Llorens speaks to newly-appointed Puerto Rico House Speaker Rafael Hernandez on his thoughts on the Financial Oversight and Management Board, the Puerto Rico Electric Power Authority and the new legislature. Yong Lim, the Debtwire Municipals desk editor, is the moderator of the podcast. The Muni Lowdown is a weekly podcast recapping the previous week's significant news developments in the municipal bond market. For comments or questions contact paul.greaves@acuris.com

15/01/2021

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13 min
29/03/2023

Life’s a Breach – Cybersecurity Challenges

On the latest episode of the Debtwire Municipals Muni Lowdown podcast, Managing Editor Paul Greaves speaks with reporter Deb Pace about the cybersecurity risks for municipal issuers and borrowers. On this podcast, Paul provides an overview of the hostile threat landscape that exists. Paul highlights the catalyzing effect on governmental entities of the May 2021 Federal Executive Order on Cybersecurity. Specifically, the overarching role of the five pillars of Zero Trust Architecture that municipal issuers and borrowers need to incorporate. Deb discusses the unique threats, incidents, and risks in various sectors including municipalities, education, hospitals, and utilities. Deb also sheds light on those groups responsible for cyberattacks and their motivation. Finally, Deb provides an overview of the recovery costs associated with responding to a cybersecurity incident. As a reporter for Debtwire Municipals, Deb Pace covers the transportation and education beats. #cybersecurity #ransomware #muniland

29/03/2023

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13 min
28/01/2021

Muni Lowdown: State of Play – MMA’s Lisa Washburn

Yong Lim, the Debtwire Municipals desk editor, is the moderator of the podcast. The Muni Lowdown is a weekly podcast recapping the previous week's significant news developments in the municipal bond market. For comments or questions contact paul.greaves@acuris.com #muniland

28/01/2021

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39 min
24/05/2021

State of Play with Natasha Holiday on the Muni Lowdown

#infrastructure #muniland Yong Lim, the Debtwire Municipals desk editor, is the moderator of the podcast. The Muni Lowdown is a weekly podcast recapping the previous week's significant news developments in the municipal bond market. For comments or questions contact paul.greaves@acuris.com

24/05/2021

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24 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.