The latest episode of the CLO Investor Podcast features a conversation with Melissa Brady, Senior Director at Alvarez & Marsal Valuation Services, hosted by Shiloh Bates.
Together, they discuss the evolving dynamics of private credit and the challenges asset managers face in navigating valuation, market shifts, and portfolio stress. Key discussion points include:
- The valuation process for private credit loans and why marks can differ across managers
- How sponsor support and co-lender liquidity are delaying defaults
- The impact of high leverage on current loan performance
- Sector-specific risks, including AI disruption
Listen here
September 2026 Debt Market Update
September 16, 2026
A&M's latest Debt Market Update highlights the private credit industry's continuing headwinds, although parts of the market have shown positive momentum and signs of improvement.
June 2026 Debt Market Update
July 15, 2026
A&M’s latest Debt Market Update highlights key developments shaping private credit, leveraged lending, and macro-economic conditions.
Valuation Insights: German vs European Banks
June 8, 2026
The latest edition of A&M Valuation Insights – German vs. European Banks reveals a favorable turn in market dynamics: rate cuts and resilient stress test outcomes are lifting bank equities, compressing the cost of capital, and pushing price-to-book multiples to record levels.
SPANISH ENERGY DEAL PULSE | Q1 2026 REPORT
May 13, 2026
In the FY2025 Spanish Energy Deal Pulse, Alvarez & Marsal finds that transaction volumes fell sharply, particularly in solar, as price cannibalization, grid constraints and volatility became structural features of the market.
