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Implications of the Crisis for Credit Markets

Publication Date: 14 Apr 2020 - By ReachX T. By ReachX T.
Actionable
Differentiated

Macro Fixed Income/Credit Global

replay of a webinar recorded on Thursday 2nd April 2020

ReachX advisors Raphael Kassin, GJ Prasad and Eugene Regis discussed the implications of the current crisis on private, public and EM credit markets.

  • Where we are in terms of monetary accommodation and what else can the central banks do.  
    The Impact of the crisis on European banks and what to look out for
     
  • Implications for private assets on potentially 2 or 3 quarters with little cashflow.
    Will this prove the flexibility of cov-lite loans with less covenants to breach but low recoveries if they do end up defaulting?
    Where do we see high-yield defaults given the weakness of the consumer and low oil prices?
     
  • For Emerging Markets, is this crisis different or just another buying opportunity?
    Will the IMF step in as the FED, ECB and others did to support EM economies?
    Once economies return to 'normality', what is likely to happen to EM countries and their bonds?

 

 

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