Distressed Debt: The Opportunities Surfacing in COVID's Wake
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Barings’ Stuart Mathieson and Bryan High provide insight into today’s distressed debt market, including their expectations for defaults, an overview of the competitive landscape, and where the next opportunities may emerge across the U.S. and Europe.

Episode Segments: 5:50 – Flattening the default curve 8:02 – Relative value between the U.S. and Europe 15:10 – Competition and putting capital to work 20:15 – Leveraging the broader Barings’ platform to source and price transactions 22:58 – Control, non-control and rescue financing 25:50 – Is a material default cycle a necessity? 27:56 – Where LP interest in distressed debt is coming from today 30:58 – What to watch for in the months and years ahead

IMPORTANT INFORMATION

Any forecasts in this podcast are based upon Barings’ opinion of the market at the date of preparation and are subject to change without notice, dependent upon many factors. Any prediction, projection or forecast is not necessarily indicative of the future or likely performance. Investment involves risk. The value of any investments and any income generated may go down as well as up and is not guaranteed. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS. Any examples set forth in this podcast are provided for illustrative purposes only and are not indicative of any future investment results or investments. The composition, size of, and risks associated with an investment may differ substantially from any examples set forth in this podcast. No representation is made that an investment will be profitable or will not incur losses.

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