Episodes

  • Story Behind Cerba-Chrome Holdco SAS
    Nov 7 2024

    Hina and Sandeep discuss Cerba with Remi Bringuier, discussing our current expectations for the company's performance and the areas we are closely monitoring.

    Our aim is to provide market participants with further advanced analytical insight into Corporate Credits, CLOs and Leveraged Finance deals, with S&P Global Ratings regular podcast, based on key features we’re seeing in corporate credits and sectors that CLOs are exposed to.

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    9 mins
  • What's New For CLOs?
    Oct 4 2024

    After the summer break, Hina and Sandeep are joined by John Finn to discuss our recent Structured Finance conference, new features in CLO documentation, recent CLO performance, and future challenges faced by the market.

    Our aim is to provide market participants with further advanced analytical insight into Corporate Credits, CLOs and Leveraged Finance deals, with S&P Global Ratings regular podcast, based on key features we’re seeing in corporate credits and sectors that CLOs are exposed to.

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    10 mins
  • Story Behind Ardagh Group And Its Debt Restructuring Risk
    Jul 31 2024

    Series 6, Episode 5: Before we all break for summer, Hina & Sandeep discuss Ardagh Group with Desiree Menjivar over an in-depth analysis of Ardagh’s recent rating action and insights into the key factors shaping the company's performance, and the areas we are closely monitoring.

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    9 mins
  • How Does ASDA, Bellis Finco PLC’s, Rating Stack Up
    Jul 8 2024

    Leveraged Finance & CLOs Uncovered Podcast: How ASDA’s Parent, Bellis Finco PLC, compares with other food retailers in a highly competitive UK landscape.

    Hina & Sandeep have a discussion with Raquel on credit fundamentals of Asda and its recent refinancing and S&P’s expectation for a future trajectory.

    Our aim is to provide market participants with further advanced analytical insight into Corporate Credits, CLOs and Leveraged Finance deals, with S&P Global Ratings regular podcast, based on key features we’re seeing in corporate credits and sectors that CLOs are exposed to.

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    11 mins
  • The Credit Fundamentals of Merlin
    May 15 2024

    In our latest episode, Hina & Sandeep have a discussion with Alphee Roumens on how Merlin continued to access capital markets to finance further growth and focus on its evolution post covid era and the areas we closely monitor.

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    9 mins
  • Uncovering Our Insights On Altice France Following It’s Recent Rating Action
    Apr 18 2024

    Hina & Sandeep discuss Altice France with Justine Miquee over an in-depth analysis of Altice France's recent rating action and insights into the key factors shaping the company's performance, and the areas we are closely monitoring.

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    15 mins
  • How NordAnglia (Bach Finance) Continues To Access Capital Markets
    Apr 4 2024

    Series 6, Episode 1: Hina & Sandeep have a discussion with Raquel on credit fundamentals of Nord Anglia and despite raising $600 million term loan add-on, it is able to preserve its ratings, though reducing our recovery estimate for its senior secured debt.

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    9 mins
  • The Upgrade: Episode 33: Testing Private Debt's Resilience Through The Credit Estimate Lens
    Mar 22 2024

    In Episode 33, Scott Tan, Analytical Manager and Managing Director of U.S. Credit Estimates, along with Denis Rudnev, Director of Leveraged Finance at S&P Global Ratings, delved into critical insights from their discussion on "Testing Private Debt's Resilience Through The Credit Estimate Lens." They analyzed over 2,000 credit estimated (CE) issuers, totaling more than $400 billion in outstanding debt, to evaluate the resilience of middle-market issuers amidst the challenges posed by increasing interest rates and margin erosion.

    Related Document Link: Scenario Analysis: Testing Private Debt's Resilience Through The Credit Estimate Lens| S&P Global Ratings (spglobal.com)

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    8 mins