ION Analytics

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Chaîne • 8 émissions

Actualité économique

Actualité économique

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Investissement

Investissement

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Investissement

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Investissement

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-6 J

Significant downside risk for credit sectors impacted by AI – BlackRock co-head of leveraged finance Mitch Garfin

“Whether it be in the high yield bond market or in the leveraged loan market, even the hint or threat of AI impeding on really any sector – you see pretty significant downside,” says Mitch Garfin, co-head of leveraged finance at the world’s largest asset manager BlackRock, on the latest episode of Credit Exchange with Lisa Lee. Garfin is constructive on the market generally, with growth continuing to “chug along” and inflation currently well-contained. He also identifies significant opportunities from AI, including ongoing data centre build-outs contributing to a significant uptick in supply in the high yield market that is likely to continue. But, he notes, there have also been situations where bonds and loans are down anywhere from a couple of points, and in some cases 5 or even 10 points, on “the immediate sort of threat” from AI. “It’s something to keep an eye on,” he says. Discussing the high yield market specifically, Garfin observes that consumer and retail continue to lag. “We’ve been underweight retail, consumer products, restaurants, leisure – a lot of the sectors that are going to be more impacted by a declining or weaker low-to-middle-class consumer,” he says. He also gives advice to younger industry hopefuls, including staffers and investors.

-6 j

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35 min
27 JANV.

Full recoveries, untangling, and stories at FTX with Sullivan & Cromwell

To kick off 2026, three Sullivan & Cromwell partners join Legal Lens to discuss untangling one of the biggest cases in recent memory in FTX, reaching 100%+ recoveries for creditors, inside jokes at the collapsed firm, and more.

27 janv.

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32 min
27 JANV.

Sadek Wahba on democratizing infrastructure investment and the global Supercycle

I Squared Capital’s Chairman, Managing Partner and Founder, Sadek Wahba, joins Infralogic’s Crossroads podcast to discuss how democratizing access to infrastructure—especially through the wealth channel—is opening new mid‑market opportunities. He also shares his perspective on the sector's progress through the global “Supercycle” driven by decarbonization, digitization, and supply‑chain shifts. Wahba highlights how private capital is expanding the definition of infrastructure, the long‑term impact on the sector of rapid technological change, and how evolving US industrial policy will reshape the cost of capital and investor roles.

27 janv.

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33 min
23 JANV.

We’re looking at a multi-year M&A uptick – Morgan Stanley head of private credit and equity David Miller

“It’s going to be a slow build, and we think a sustained multi-year increase in activity,” says David Miller, head of private credit and equity at Morgan Stanley Investment Management, on the latest episode of Credit Exchange with Lisa Lee, speaking about M&A and LBOs. The geopolitical headlines haven’t yet changed the economic picture, says Miller. But over time, they may impact on confidence and fan uncertainty. “As uncertainty rises, risk premium will rise. So that can change the calculus - but we’re not seeing it in the markets yet,” he observes. Miller also discusses running both the private equity and private credit businesses at Morgan Stanley’s asset management arm, a team that numbers more than 150 strong, and what it’s like being part of a global bank.

23 janv.

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36 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
-2 J

The new realities of state and local budgets

On this episode of the Debtwire Municipals Muni Lowdown podcast, Managing Editor Paul Greaves speaks with public finance expert Liz Farmer about the shifting realities facing state and local budgets. Liz begins by outlining what feels stable—and what feels newly uncertain—as governments enter another budget cycle. From there, she unpacks how rapid federal policy shifts and more assertive federal actions are reshaping the planning environment for states and municipalities. Paul and Liz then explore the growing impact of geopolitical tensions on local finances, including supply‑chain pressures, energy‑related cost spikes, and the ripple effects these create for capital projects and service delivery. They zoom out to examine the broader forces redefining public budgeting—from demographic changes to rising service costs, climate‑driven spending, and other structural trends that deserve far more attention. Liz closes the episode with a forward‑looking take on what state and local leaders should be preparing for in the year ahead—and the under‑discussed risks and opportunities that could matter most for long‑term fiscal resilience.

-2 j

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25 min
28 JANV.

Bitcoin steps into the muni market

In this episode of Muni Lowdown, we take a look at New Hampshire’s first‑of‑its‑kind Bitcoin‑backed municipal bond with guest Les Borsai, Co‑Founder of Wave Digital Assets. We unpack what the deal actually is—in straightforward municipal terms—and why a conduit issuer became the vehicle of choice for a digital‑asset‑collateralized financing. We explore the rationale behind using this structure. Les walks through how traditional muni investors should think about Bitcoin as collateral, how the structure manages price movements over time, and what safeguards were essential in earning state‑level approval. Listeners will also hear how this differs from familiar asset‑backed or project‑finance muni bonds, what types of investors have shown early interest, and whether innovations like this are likely to remain niche experiments or signal the beginning of a broader intersection between digital assets and public finance.

28 janv.

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23 min
14 JANV.

ConvergeOne ruling: What it means for excluded lenders and the future of RSAs

Proskauer’s Global Co-Chair of Restructuring, David Hillman, joins Debtwire reporter Ayse Kelce to discuss the recent ConvergeOne ruling where excluded lenders secured a victory in the US District Court for the Southern District of Texas. In this episode, Hillman, who represented the minority lender group, breaks down how the bankruptcy plan was overturned due to an exclusive backstopping opportunity granted to majority lenders—ultimately violating the equal treatment requirement. Hillman shares his perspective on what this decision could mean for the future of liability management exercises, restructuring support agreements and creditor negotiations.

14 janv.

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14 min
27 JANV.

Full recoveries, untangling, and stories at FTX with Sullivan & Cromwell

To kick off 2026, three Sullivan & Cromwell partners join Legal Lens to discuss untangling one of the biggest cases in recent memory in FTX, reaching 100%+ recoveries for creditors, inside jokes at the collapsed firm, and more.

27 janv.

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32 min
04/11/2025

Blackstone's Rob Horn discusses private credit in infrastructure

Rob Horn, Global Head of Infrastructure and Asset Based Credit for Blackstone Credit and Insurance, discusses trends in private credit as well as the continued growth of data centers, LNG infrastructure, and renewables.

04/11/2025

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28 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.