In this episode of the Know More. Risk Better. podcast, Winnie Cisar is joined by Kerry Kantin to discuss the key trends, risks, and opportunities shaping the broadly syndicated loan market. They examine the rebound in loan issuance, the growing divergence between higher- and lower-quality credits, and how AI-related uncertainty is affecting software and technology borrowers. The conversation also explores refinancing activity, liability management protections, the approaching 2028 maturity wall, and the evolving relationship between private credit and broadly syndicated loans. They assess the rise of AI infrastructure and data center financings, changing CLO dynamics, and the technical factors influencing leveraged finance markets. This episode offers valuable insights into the forces driving loan market performance and the risks and opportunities credit investors should watch in the months ahead.

BSL Divided: AI Overhang vs. Flight to Quality

Know More. Risk Better.

Welcome to Know More, Risk Better, a Credit Sights podcast. Across the global strategy team, we aim to make sense of the macro and the micro, highlighting opportunities and the risks facing the fixed income markets. As the macro makes headlines, we leverage our network of experts across Fitch solutions to better understand economic trends, rates gyrations, geopolitical events, and how these factors impact corporates.

At Credit Sights, we understand that credit investing comes down to picking winners to generate alpha and avoiding losers. Our team of over 100 analysts across the US, Europe, and Asia provide unmatched sector expertise and fundamental knowledge. In our weekly podcast, the strategy team offers a look at the conversations we have with our colleagues, including analysts, fellow strategists, economists, and leveraged finance market experts. If you want to know more so that you can risk better, you'll want to give this podcast a listen.

Hello everyone and welcome back to the Credit Sights Know More, Risk Better podcast. This is Winnie Cisar, Global Head of Strategy at Credit Sights. And today we are bringing you an action-packed discussion all about the broadly syndicated loan market, featuring one of my favorite guests, Carrie Canton. She is the US Bureau Chief, I cannot say that today, I don't know what's going on, for Lev Finn Insights.

Carrie, thank you so much for coming back despite having a title that I cannot say. That is quite all right. And thank you again for having me. It's been an interesting year. It's been an interesting year that feels like a decade. Can we just make it stop? And on that, so Carrie, we recorded together almost three months ago, which like kind of feels like yesterday, but also feels like three years ago in some ways.

BSL Divided: AI Overhang vs. Flight to Quality

Read the full transcript

The candid version is on a podcast,
not the earnings call.

BSL Divided: AI Overhang vs. Flight to Quality

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.