Octus Radio

In this week’s episode of The Reorg Primary View, Amundi Managing Director and Co-Head of High Yield Ken Monaghan discusses the high yield and leveraged loan markets, the outlook for new issuance, the Federal Reserve and other big topics with Reorg reporter James Holloway.

In this week’s episode of The Reorg Primary View, Citibank’s head of Municipal Strategy discusses the state of high yield municipals in 2022 and the outlook for the asset class in 2023 with Reorg muni reporter Hoa Nguyen. 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 thoug...

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: - Analysis of German headquartered consumer electronics retailer; - Ceconomy and British supermarket chain Iceland; - Latest developments of Luxembourg-headquartered metals and mining group Metalcorp; - Matalan...

Our weekly recap and look ahead features Talen, Endo, Carnival and Boardriders. We’ll be taking a brief recess from our weekly deep dive segment but will be back soon with more premium content. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey.

Reorg’s Patrick Fitzgerald talks to Richard J. Shinder, founder and managing partner of Theatine Partners about the state of direct lending in the U.S. and whether direct lenders are adequately prepared to work out problem credits in the #distressed cycle that may very well be approaching. If you are not a Reorg subscriber, request access here: go.reorg-research.com/Podcast-Trial. We're looking fo...

Our weekly recap and look ahead to next week features Twitter, Bang Energy, Revlon and 3M. We’ll be taking a brief recess from our weekly deep dive segment but will be back soon with more premium content. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey.

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: - The ongoing M&A process of U.K. retailer Matalan; - The first European installment of our Expert Views series of on how some direct lenders are avoiding losses in times of volatility; - Global resin-based...

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: - French IT consulting company Atos, which has seen its bonds come under pressure; - Luxembourg-headquartered metals and mining group Metalcorp which withheld a €70 bond principal payment on Monday of last week,...

Our weekly recap and review of most read stories features Twitter, Altera, Kabbage, Juul and more. After a look ahead to next week, Reorg’s Kevin Eckhardt joins the podcast for a Deep Dive segment discussing his recent experience moderating a panel discussion with bankruptcy judges, practitioners and academics at the Chicago Conference on Judicial Valuation. We're looking for feedback to improve t...

In this special edition of the Reorg Americas Core Credit Podcast, the Loan Syndications and Trading Association’s Meredith Coffey, also a member of the Federal Reserve’s Alternative Reference Rates Committee, discusses the transition to SOFR with Reorg’s head of primary, James Holloway. The conversation comes as about $4 trillion of leveraged loans are due to transition from Libor by the end of J...

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: - U.K.-based casual dining chain Pizza Express’ waterfall model; - U.K. value retail group Matalan, its strategic sales process, the terms of its debt recapitalization; - Luxembourg-headquartered metals and mini...

This week, we take a look at: - Brightspeed pulls $3.9B debt offering - Cineworld judge denies Cineplex stay request - SAS judge says motion is a "flagrant violation" of bankruptcy code We’re taking a brief break from our Deep Dive segment for this week’s podcast, but will be back soon with more premium content. We're looking for feedback to improve the podcast experience! Please share your though...

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: German TV group Tele Columbus’ loan term loan B and bond have come under pressure in recents months; Roundup of the primary market at the moment; Highlights of the IPEM conference in Cannes last week. If you are...

This week, we take a look at Citrix Systems, Hertz, Pennsylvania Real Estate Investment Trust and Puerto Rico. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey.

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: French IT services company Inetum and Portuguese specialty crop nutrition provider Rovensa are expected to price this week; Extracts of last week's webinar covering the first use of the Part 26A Restructuring Pl...

This week, we take a look at Cineworld, Twitter, Revlon and Bausch Health. For this week’s Deep Dive, Americas Core Credit by Reorg Deputy Managing Editor Kevin Eckhardt joins us to discuss the ramifications of a recent panel decision of the U.S. Court of Appeals for the Ninth Circuit reversing Judge Dennis Montali’s December 2019 ruling in the PG&E case that unimpaired, unsecured creditors ar...

This week, we take a look at Cineworld, Twitter, Highland Capital Management and SAS. For this week’s deep dive, we offer a replay of our August webinar, “Winter Came for Covid-Era Darlings?,” during which Reorg’s Harvard Zhang hosts a panel of experts who discuss the current state of distress in crypto and tech as well as the circumstances that led the market to where it is and what the future ma...

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: How hybrid bonds issued by Nordic real estate companies are attracting investors’ attention. Why with a large share of high-yield bonds trading well below par, bond buybacks have become a key tool for companies...

This week we take a look at Bed Bath & Beyond, Lumileds, Bausch Health and Talen Energy. For this week’s deep dive, we offer a webinar replay where Reorg legal and credit analysts speak to special guest lawyers Tiago Assunção and Daniel da Silva e Melo of the Manuela Antonio Law Firm about Macau’s recently amended gaming law that is likely set to take effect in the second half of 2022 and how...

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. On this week’s podcast, we discuss: - The challenges German plastics packaging group Kloeckner Pentaplast is facing in the current macroeconomic environment. - The new winding up petition brought against Cineworld in the English High Court. - The current...

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes: Key takeaways from the cash flow and legal analysis we published last week on German real estate company Adler Group, which also published its earnings today. The testing, inspection, certification and compliance, or TICC, se...

This week we take a look at Bed Bath & Beyond, Carestream Health, Bausch + Lomb and our Aggredium-powered analysis of the cruise industry. We’ve got a double dose for listeners this week. First, a crossover from our sister EMEA core credit weekly podcast where Reorg’s Harvard Zhang brings us the latest on a potential Cineworld chapter 11 and Mark Fischer shares some insights on the cruise sect...

Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussion on issues and companies across the credit lifecycle. This week’s podcast includes discussion of: Italian bank Monte dei Paschi di Siena and the possibility of a capital increase; The latest on Cineworld after it said a chapter 11 filing was one route it could follow to achieve its restructure objectives; In...

This week we take a look at Endo, Altera, Revlon and Geo Group. For this week’s deep dive, we offer a replay of our July webinar, where the Reorg team discusses Puerto Rico’s two largest remaining debt restructurings - the Puerto Rico Highways and Transportation Authority and Puerto Rico Electric Power Authority - and walks through post-restructuring challenges the commonwealth faces as well as cr...

Each episode of Reorg's weekly podcast series features discussion of issues and companies across the credit lifecycle. Included this week: Swedish cosmetics group Oriflame’s cash flow model; An overview of the primary deals that we are predicting will come to market after the summer break. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.n...