CreditSights

Join Scott Josefsberg, Anthony Canale, Eric Axon, CFA and Veronica Graff as they provide a comprehensive look into Bausch Health's $7.4 billion refinancing in our upcoming webinar, Inside Bausch Health’s Big Move: New Debt, Old Risks. Topics will include: - The Intricacies of Legal and Structural Dynamics:?Discover what the documents permit versus what’s probable. - Legacy Bond Holders:?Uncover the critical implications you need to know. - Understanding Collateral Structure:?A deep dive into its significance and impact. - Navigating Financial Challenges:?Explore the effects of Xifaxan’s exclusivity loss and the looming 2028 maturity wall on leverage, interest expenses, and capital structure. - The Future of 2026 & 2027 Unsecured Bonds:?What’s on the horizon? - Exploring B+L Alternatives:?With a significant portion of equity committed, learn about the potential strategic opportunities for the remaining 35.9%. ?? Wednesday 9th April ?? Americas: 11:00am EDT | Europe: 16:00pm BST Gain actionable insights and have your questions answered. To attend, please register through the event or link below. ?? https://lnkd.in/e9vtUFdz ?? #BauschHealth #CovenantReview

?? Discover Why CreditSights is YOUR Go-To Source for Expert Credit Analysis! ?? Ready to make informed investment decisions with confidence? CreditSights delivers award-winning research powered by our diverse team of analysts, lawyers, and reporters. ?? Expert Insights: From corporate bonds to sovereign debt, our team provides comprehensive coverage, leveraging their varied expertise to keep you ahead of market trends. ?? Reliable Expertise: With deep industry knowledge and rigorous analysis, our professionals ensure you have the most reliable data at your fingertips, empowering you to act decisively. ?? Industry Recognition: Our analysts, lawyers, and reporters bring years of experience and numerous accolades, offering trusted insights that top-tier institutions rely on globally. Elevate your strategy. Trust the experts. Choose CreditSights - https://lnkd.in/dkFSdUcM #CreditSights #ExpertAnalysis #AwardWinningResearch #ExperiencedTeam

Uncover 2024's Private Credit Pricing Trends!??? Discover how significant credit spread reductions occurred in 2024, with over 350 issuers cutting spreads across 418 debt tranches. Learn about major reductions by companies like ReliaQuest and how tariff uncertainties impacted strategies. Understand the implications of market volatility on 2025's investment landscape and gain insights into direct lenders' strategies amid economic uncertainties. ??? Read More:?https://lnkd.in/esAyEgx5

??? ?Tune in to the latest episode of the "Know More, Risk Better" podcast! Join host Winifred Cisar Stieglitz and CreditSights' Head of South and Southeast Asia Corporates, Lakshmanan R, for an insightful discussion on Indonesian corporates and beyond. ?? ?Dive into: ? The impact of evolving fiscal policies on the Indonesian market ? Economic outlook for South and Southeast Asia amidst trade and tariff uncertainties ? Corporate governance challenges and their effect on liquidity access ? Opportunities in the corporate hybrid universe Don't miss out! Listen here:?https://lnkd.in/eZDk__tz

??? Busy week in the loan and high-yield markets! Bausch Health & Level 3 Financing lead the charge with major refinancing efforts, despite Triple C ratings. Discover how these issuers are navigating refinancing, M&A, and financial strategies amid market volatility. Dive into the details with LevFin Insights!?https://lnkd.in/eDUQu3mr

Don't miss the Strategy Global Market Update: 2Q25 Outlook for the US, Europe & EM Webinar! Join CreditSights' experts: Winifred Cisar Stieglitz, Zachary Griffiths, CFA and Regis Chatellier as they provide a comprehensive look at the past quarter and offer projections for the future, focusing on: - US Investment Grade, High Yield, and Broadly Syndicated Loans: Discover what the future holds for these critical sectors and how they might be influenced by economic trends and policy changes. - Euro Investment Grade and High Yield: Gain a deeper understanding of the Eurozone's investment landscape and the opportunities and challenges facing investors in these markets. - Emerging Market Sovereigns: Learn about the diverse conditions impacting emerging economies and what it means for sovereign debt investments. ?? Thursday 3rd April ?? Americas: 10:00am EDT | Europe: 15:00pm BST Gain actionable insights and have your questions answered. To attend, please register through the event or link below. ?? https://lnkd.in/eS-sza7k ??

?? The LevFin Lens: Unlocking the Future of CLOs with Gavin Zhu! ?? Join us for an insightful conversation with Gavin Zhu, CLO strategist at Morgan Stanley, as he shares his expert outlook on CLO spreads and investor demand for the year ahead. Explore how tightening spreads and strong institutional interest are set to impact the market. Dive into the full interview for exclusive insights! https://lnkd.in/eMPxi9_D

?? Discover the latest insights in the rapidly evolving data center industry!? As demand for AI-driven technologies surges, data centers are experiencing unprecedented growth and transformation. Learn how Jevon's Paradox and Moore's Law are influencing capacity expansion and why secondary markets are becoming key players. ?? Dive into the comprehensive 2H24 update from CreditSights and explore the trends shaping the future of tech infrastructure:?https://lnkd.in/exW8n8Ea

???? Discover how US import tariffs are reshaping the automotive sector in our report, Global Autos: US Import Tariff Implications. Explore their impact on profit margins, identify the most exposed companies, and learn about strategies for navigating this uncertain landscape. Stay informed—download your copy today! https://lnkd.in/drQfCbjF

?? Uncover high-yield potential with Bausch Health's secured notes. Our detailed report covers the strength of the new collateral package, risks around Xifaxan, and strategies for managing future liabilities. Get the insights you need to invest confidently. Download Now! https://lnkd.in/eBjW3sHX