Navigating Uncertainty: Loan Credit Performance in 2025 – Summer Series 2025 (Presentation)

Panelists discussed this year’s volatile market conditions and the shifting economic outlook, with a focus on the broadly syndicated loan (BSL) market. Discussion topics will include loan documentation, signs of stress in portfolios, sectors facing increased risk, and the current default landscape—including liability management transactions (LMTs) and their effect on recoveries. Panelists also share their perspectives on what to expect for the remainder of the year.  Panelists included: Lyuba Petrova, Managing Director & Head of U.S. Leveraged Finance, Fitch Ratings; Hugo Pereira, VP, Market Analytics & Investor Strategy, LSTA;  Jessica Reiss, Managing Director, Head of U.S. Leveraged Loan Research, Covenant Review and Brian Yorke, Global Head of CLO Management and Portfolio Manager, Muzinich & Co.

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  • Navigating-Uncertainty-Loan-Credit-Performance-in-2025_Summer-Series_July-24-2025.pdf 456 KB

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