Octus Radio

This week, to kick off the new year, Reorg’s municipals reporter Hoa Nguyen joins Alice Cheng, vice president of the capital markets group at Janney Montgomery Scott, for a discussion about the 2024 outlook for the municipal market, the bright spots across sectors as well as signs for concerns as pandemic relief funds begin to sunset in the new year. If you are not a Reorg subscriber, request acce...

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Reorg’s newly launched Global Auto Sector Quarterly; -Challenges facing German homecare provider GHD ahead of its 2026 maturities; and -The primary market, with a roundup of action that’s taken place since la...

This week, Marvis Gutierrez speaks to Tom Kozlik, Head of Public Policy and Municipal Strategy at Hilltop Securities, about performance of the municipal primary market in 2023 and his forecast for issuance in 2024. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share your thoughts here...

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Our primary analysis of German medical diagnostics provider Synlab, which is marketing fixed rate senior secured notes due Jan. 31, 2031 to back its acquisition by Cinven; -Reorg’s review into the debt collec...

This week’s interview is a collaboration between the Harvard Law School Bankruptcy Roundtable and Reorg. Professor William Organek (Baruch College’s Zicklin School of Business), Professor Ralph Brubaker (University of Illinois College of Law) and Professor Anthony Casey (University of Chicago Law School) speak with Reorg’s Karen Leung about the Purdue Pharma appeal. Our guests discuss the Dec. 4 o...

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Key Restructuring Trends of 2023, in comparison with 2022, using data from Reorg’s own Restructuring Database; -United Arab Emirates-based oil and gas contractor Petrofac, which is examining strategic and fin...

Katie Binns, director of fixed income and multi-asset indexes at Morningstar, discusses the performance of US leveraged loans in the past year with Reorg’s Michael Haley as well as her outlook on the year ahead for the asset class.

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Why Italian Telecom companies Open Fiber and Eolo are gaining the attention of distressed investors and restructuring advisors; -J.Crew Blocker Trends in European high-yield bonds; -The primary market, with a...

Expert View Series: Reorg Senior Private Credit Reporter Lucía Camblor speaks to Oaktree’s managing director, Aman Kumar, about direct lending in the life science sector, public-to-private transaction opportunities and Oaktree’s own private credit strategy. If you are not a Reorg subscriber, request access here: https://go.reorg-research.com/Podcast-Trial

The latest installment of the weekly review features Rite Aid’s move to “self-finance” MedImpact’s $575 million stalking horse bid, Reorg’s analysis of challenging conditions for regional airlines, Pennsylvania Real Estate Investment Trust’s looming $1 billion maturity and the latest news in the conflicts-of-interest scandal tied to former bankruptcy judge David R. Jones. As always, we also bring...

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: Recent developments at Arxada, as the Swiss chemicals company’s notes trade at distressed levels; Global tea business Lipton Teas and Infusion, formerly known as Ekaterra; The primary market, with a roundup of...

Eduardo Ordóñez Bueso, an emerging markets debt portfolio manager at BankInvest in Copenhagen, discusses the outlook for Argentina's sovereign debt and the upcoming presidential elections on Nov. 19 with Reorg's Simon Schatzberg. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking for feedback to improve the podcast experience! Please share you...

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Austrian real estate company Signa Development, as the company faces liquidity issues; -Reorg’s newly-launched Direct Lending Stress Monitor; and -The primary market, with a roundup of action that’s taken pla...

This week on The Reorg Primary View, Richard Byrne, president of Benefit Street Partners, talks about how the current high interest rate environment creates both headwinds and tailwinds for private credit with Reorg’s Catarina Moura. Amid a boom in private credit, Byrne also discusses how retail investors fit into the asset class.

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Reorg’s London Credit Seminar, taking place this Thursday, Nov. 2; -Swedish cosmetics group Oriflame and its plans to stem ongoing decline; -The primary market, with a roundup of action that’s taken place sin...

Christopher Maloney, mortgage strategist at Bank of Oklahoma Financial, discusses the surge in Treasury yields, Jerome Powell’s challenges and achievements as Chairman of the Fed, “higher for longer” interest rates and the outlook for housing and consumer demand with Reorg’s James Holloway. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial We're looking fo...

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Bondholder priming concerns surrounding French IT firm Atos; -The “new normal” in the primary market and other trends, ahead of Reorg’s Nov. 2 London Credit Seminar; and -A roundup of the latest primary actio...

This week, Reorg’s senior primary market reporter Michael Haley spoke to PIMCO managing director David Forgash, who leads the firm’s leveraged finance business, about his outlook on the market looking ahead into 2024. The episode includes David’s thoughts on what the future looks like for the leveraged finance market as well as what market participants can expect in the high-yield primary amidst h...

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Reorg’s European private credit breakfast event, which took place last week at London’s Biltmore Hotel; -French funeral services group OGF, ahead of what could be a challenging refinancing next year; -Key tak...

Alfonso Ugarte an expert in M&As, bankruptcy and structured and distressed financing for Cuatrecasas and Sebastian Leyton, head of the energy practice of Cuatrecasas and former head the legal division of the Chilean energy enforcement agency, discuss with Reorg’s Maria Abreu the financial troubles plaguing the Chilean renewable energy industry. Alfonso and Sebastian provide context on why some...

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Dutch bicycle group Accell, and its recent issues with bicycle inventories; -German commercial real estate company Demire, recent bondholder movements and its upcoming 2024 debt maturities; -The primary marke...

Renowned bankruptcy guru and NYU Professor Ed Altman and esteemed Queens University finance professor Wei Wang discuss with Reorg’s Gaurav Sharma their research on the worldwide surge in zombie companies. Ed and Wei discuss the various factors behind the phenomenon, including lenient monetary policies, and the development of global corporate bond markets. And, as always, we bring you our weekly su...

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -German retailer Tom Tailor, following reports the company appointed Rothschild to advise on options to deal with its 2024 debt maturities; -Ukrainian energy company DTEK Energy, which is facing a challenge to...

This week, Reorg’s municipals reporter Hoa Nguyen spoke to Matt Fabian, partner at Municipal Market Analytics about the potential impact of climate change on credit quality in the municipal market, following the Maui wildfires and the subsequent lawsuits involving Hawaiian Electric Industries. And, as always, we bring you our weekly summary of interesting developments in the restructuring world as...

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: -Swedish-Swiss beauty product business Oriflame, which has attracted the attention of advisors and investors after its liquidity position deteriorated following a weak first-half performance. -Key takeaways fr...