The deployment of AI technologies, higher tariffs and an evolving macroeconomic picture have contributed to a climate of uncertainty across capital markets as well as a bifurcated loan market. Panelists will discuss the state of credit fundamentals across the broadly syndicated and direct lending markets, the dispersion across the market, and the risks and opportunities in portfolios.

Moderator:

• Hugo Pereira, Vice President of Market Analytics & Investor Strategy, LSTA

Panelists:

• Michael Anderson, Global Head of Credit Strategy, Citi
• Fran Beyers, Managing Director and Head of Capital Markets, Cliffwater