Mon 06/03/2024 10:15 AM
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This week we have a special double dose of the Primary View. First, Reorg senior reporter Hoa Nguyen speaks to William Glasgall of Volcker Alliance about state tax cuts after the pandemic. Glasgall discusses how those cuts may catalyze budget shortfall risks and how tax policy changes across the country are shaping up in a year full of volatility.

Next, Dagmara Michalczuk, co-chief investment officer at Tetragon Credit Partners, joins Reorg’s Hugh Minch to discuss the technical landscape influencing investments in the CLO market amid a supply/demand imbalance that is rapidly pushing liability spreads tighter. Michalczuk talks about forecasts for the second half of 2024 and the fundraising landscape for CLO equity across various manager profiles.

And, as always, we also bring you our weekly summary of interesting developments in the restructuring world as well as a preview of what’s on tap for this week.

The podcast can be found HERE.

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