ION Analytics

・

頻道・共 8 個節目

投資

投資

每月更新
投資

投資

每週更新
商業新聞

商業新聞

每月更新
商業

商業

每月更新
商業

商業

每週更新
投資

投資

隔月更新
商業

商業

每週更新

2月6日

AI’s improvements to workflow will be felt in months, not years – Carlyle co-president Mark Jenkins

“We have this great tool out there called AI, and we haven’t 100% figured out how to implement it yet,” says Mark Jenkins, co-president and head of global credit & insurance at Carlyle, on the latest edition of ‘Credit Exchange with Lisa Lee’. Jenkins predicts that the next stage is going to be how corporates implement AI into their workflows, and that the process is “really in the first innings of implement”. OpenAI, Anthropic, and many others are developing tools for workflow, and Jenkins predicts they will take “not years, but several months” to impact systems. Carlyle, for example, is already using AI to help its investment group be more efficient, and to consume massive amounts of data in ways that would be difficult without AI, says Jenkins. But one has to use AI appropriately, he adds. “It’s not going to make the decision for you.” While change has been a constant feature during Jenkins’ 35-year career, nothing has been like AI in the past three years. Embrace the change and incorporate it into what you do, because typically, those are the ones that prosper, he counsels. On the broader investing climate, Jenkins is positive about the macroeconomic environment for the next 12 months. But moving out to 2027 and 2028, inflation may rear its head again.

2月6日

・

33 分鐘
1月30日

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.

1月30日

・

35 分鐘
1月27日

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.

1月27日

・

32 分鐘
4 天前

ITE’s Koenig says domestic manufacturing key for US transport assets

Jason Koenig, Co-Founder and Managing Partner at Industrial Transportation Equipment (ITE), discusses how the firm leverages operations, portfolio management and data to drive investment returns, and the intersection of real assets, data and mobility. Jason will also discuss how ITE uses a "hands-on" approach to cultivate relationships, mine analytics, and generate cash flow.

4 天前

・

14 分鐘
1月27日

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.

1月27日

・

33 分鐘
18 小時前

Arini president Mathew Cestar forecasts trouble for private credit

Expect more private credit defaults, says Mathew Cestar, president of Arini Capital Management, on the newest episode of Credit Exchange with Lisa Lee, taped in the London offices of the alternative asset manager. Defaults in the space have so far been relatively muted, but “that will start to change, because they can’t defy gravity,” Cestar believes. Result: more dispersion of returns among private credit shops. Europe has mostly missed the AI boom that’s driven a large part of US economic growth. But that actually makes European credit more appealing, Cestar contends, because while the intersection of technology and AI is an exciting equity story, that intersection in credit can involve “a lot of risk.” Cestar, who was once the co-head of investment banking at a large global bank, expects to see a broadening of M&A deals in terms of size, sectors and geographies, given the supportive rate and anti-trust environment. He also sees continued interest in Europe from global investors. And he welcomes more regulatory scrutiny for private credit, predicting that will result in better players in the market. “We’re super-embracing the fact that regulatory folks are now focused on private credit,” says Cestar. “If you want a market to grow sustainability and consistently, the regulatory framework is critical.”

18 小時前

・

27 分鐘
2025/12/19

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.

2025/12/19

・

57 分鐘
2025/12/01

First Brands: Red flags missed, fights ahead, and what creditors can recover

This episode of the Debtwired podcast explores the swift collapse of auto parts company First Brands Group into Chapter 11, the overlooked warning signs on Wall Street, and the high-stakes legal and financial battles now unfolding. Featuring insights from Debtwire’s head of research Tim Hynes, reporter Kunyi Yang, global head of legal analysis, Sara Tapinikes, and court team editor Taylor Harrison, the discussion breaks down what’s at stake for secured lenders, unsecured creditors, and trade claim holders as the case navigates a protracted and fiercely contested restructuring. The episode also delves into the potential for substantive consolidation—a move that could significantly reshape recoveries across creditor classes.

2025/12/01

・

29 分鐘
2025/11/04

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.

2025/11/04

・

28 分鐘
1月23日

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.

1月23日

・

36 分鐘

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.