Reorg Research

Our weekly recap and preview for next week features AMC Entertainment Holdings, Endo International, Reverse Mortgage Funding and the Zantac multidistrict litigation. This week, with borrowing rates hovering around 30-year highs, we feature a replay from The Reorg Primary View series, where Christopher Maloney, mortgage strategist at Bank of Oklahoma Financial, and Reorg’s James Holloway discuss stresses in the housing market, mortgage lenders and Fed policy. 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: www.research.net/r/Reorg_podcast_survey #highyieldbonds #leveragedloans

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 discussions of: - German real estate company Adler Group’s restructuring proposal; - U.K. high street lender Metro Bank; - Spandex producer Lycra’s refinancing talks; and - Highlights in the primary market this week. 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: www.research.net/r/Reorg_podcast_survey #highyieldbonds #leveragedloans

In this week’s episode of The Reorg Primary View, Joel Holsinger, co-head of alternative credit at Ares Management, discusses the importance of buying assets and cash flows, yield curves and purpose-driven investing with Reorg’s James Holloway. 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: www.research.net/r/Reorg_podcast_survey #highyieldbonds #leveragedloans

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: - Highlights in the primary market this week; - Greece-based commercial fridge and glass manufacturer Frigoglass’ plan to boost liquidity and restructure its €260 million bonds; and - Norwegian medical payments processor Convene Group has indicatively approved a restructuring proposal from an ad hoc group of noteholders. 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: www.research.net/r/Reorg_podcast_survey #highyieldbonds #leveragedloans

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 chemical maker Venator Materials’ debt talks; - Spanish ferry operator Naviera Armas, which is evaluating several options to deal with its stretched liquidity; - Spanish fast food restaurant group Food Delivery Brands’ debt restructuring; - Netherlands-headquartered telecoms group VEON, which has proposed an eight-month extension to its two 2023 notes; and - German real estate company Adler, which signed a lockup agreement with a group of bondholders. 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: www.research.net/r/Reorg_podcast_survey #highyieldbonds #leveragedloans

In this week’s episode of The Reorg Primary View, Christopher Maloney, mortgage strategist at Bank of Oklahoma Financial, discusses stresses in the housing market as borrowing rates hover around thirty-year highs, mortgage lenders and Fed policy with Reorg’s James Holloway. 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: www.research.net/r/Reorg_podcast_survey #highyieldbonds #leveragedloans

Our weekly recap and preview for next week features FTX Group, FTX Digital Markets, Twitter Cooper Standard and National CineMedia. We are taking a recess this week from our Deep Dive 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 #highyieldbonds #leveragedloans

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: - Highlights in the primary market this week; - U.K. used car trading platform Constellation Automotive’s liquidity position; - Italian group Strada dei Parchi, whose lenders recently held pitches to select a financial advisor for upcoming talks with the company; and - U.K. house building companies Miller Homes and Keepmoat’s bonds, which have come under pressure following a slowdown in the country’s housing market. 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: www.research.net/r/Reorg_podcast_survey #highyieldbonds #leveragedloans

In this week’s episode of The Reorg Primary View, Dan Berger, senior market strategist at Refinitiv and architect of the Municipal Market Data, or MMD, joins Reorg’s Seth Brumby, deputy managing editor, to discuss an amazing and difficult year for the municipal bond market and what might be lie ahead for investors. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #highyieldbonds #leveragedloans

Our weekly recap features FTX Group, Alameda Research, Windstream, Hertz and analysis from Credit Cloud by Reorg. For this week’s deep dive, Reorg reporter Ellen Schneider and Americas’ legal analyst Mike Legge cover a busy week in the world of crypto, including FTX Group’s chapter 11 filing, what led to the collapse of Sam Bankman-Fried’s empire and whether “Crypto Winter” is shaping up to be more of an ice age instead. #highyieldbonds #leveragedloans

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: - UK chemicals company Venator's disappointing earnings; - Latest developments on French retailer Casino; - Why U.K. petrol station operator EG Group has attracted advisor attention; - Dubai-based real estate group Emirates REIT facing a $400M sukuk maturity in December. 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: www.research.net/r/Reorg_podcast_survey

Editor’s Note: In the latest installment of this Expert Views series, Reorg’s Legal Director, Shan Qureshi speaks to law firm Willkie Farr & Gallagher’s Ed Downer and Daniel Gendron. Ed is a partner in the firm’s Business Reorganization & Restructuring Department and Daniel is a partner in the Corporate & Financial Services Department and Finance Practice in London. Willkie is an elite international law firm of approximately 1,100 lawyers located in 13 offices in six countries. Ed and Daniel took time out of their busy schedule to provide their expert view on amend and extend transactions and the considerations borrowers and lenders should take when pursuing them. 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: www.research.net/r/Reorg_podcast_survey

In this week’s episode of The Primary View from Reorg, Tim Gravely, co-head of credit at Aquiline Partners discusses the outlook for venture debt with reporter Geoff Burrows. Despite rising interest rates and a looming recession, lenders to growth companies expect busy times as start-ups are turning increasingly to debt funds to support their growth to avoid down rounds amid the volatility in equity markets. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey

Our weekly recap features Cineworld, Peloton Interactive, Tenneco, DISH Network, Nielsen Holdings, Altice USA, Lumen Technologies, Frontier Communications and Curo Group. Also this week, as part of Reorg’s Primary View Series, Reorg municipals reporter Hoa Nguyen speaks to Citibank’s head of Municipal Strategy, Vikram Rai, about the state of high-yield municipals in 2022, the factors that are driving recent weakness in the market and the outlook for the asset class in 2023. We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey #highyieldbonds #leveragedloans

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: - Webinar on the latest developments of French care home operator Orpea; - Highlights of Reorg’s live panel event at Claridge’s; and - German real estate manager Corestate restructuring proposals. 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: www.research.net/r/Reorg_podcast_survey

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 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: - Analysis of German headquartered consumer electronics retailer; - Ceconomy and British supermarket chain Iceland; - Latest developments of Luxembourg-headquartered metals and mining group Metalcorp; - Matalan undergoes an M&A process; and - Highlights in the primary market this week. 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: www.research.net/r/Reorg_podcast_survey.

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 for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_survey.