FICC Focus

• State of Distressed Debt: Houlihan Lokey’s Tuck Hardie Is Back

  “It may or may not be good ... or binding precedent, but I think ConvergeOne will actually make the holdout risk worse because the minority lenders will now point to it and say ‘Sorry pal, you can’t jam this down my throat in court, so you’re not jamming it down my throat out of court either,’” says Houlihan Lokey Managing Director Tuck Hardie. He joins Bloomberg Intelligence’s Noel Hebert and Phil Brendel on this episode of the State of Distressed Debt podcast to review the workout landscape, sponsors’ exit strategies and LME trends. Prior to that, Phil and Noel reflect on high yield’s run and current vulnerability. To conclude, BI’s Negisa Balluku discusses the latest developments in First Brands, Spirit Airlines, Lifescan and Incora, while Phil reviews 2025 Prepack Plan Performances and Ardagh Group. The State of Distressed Debt podcast is part of BI’s FICC Focus series. Listen on Apple Podcasts and Spotify. Also, a heads up! Negisa and Phil will be at the Beard Group’s 32nd Annual Distressed Investing Conference on Dec. 2-3, 2025. We are excited to hear from the top professionals on the latest machinations in distressed investing. Conference: https://www.distressedinvestingconference.com/agenda.html

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• All Options Considered: Bloomberg Volatility Forum NYC 2025, Part II

  Secular AI themes, product development in the volatility ecosystem and fault lines in the economy, as well as navigating volatility in digital assets, are among the key discussion points in this edition of the All Options Considered, featuring part II of the recording of the Bloomberg Volatility Forum 2025 held in NYC on Oct. 28. It starts with the fireside chat on digital assets by Randy Little, Partner, 50T Funds, moderated by Stacy-Marie Ishmael, executive editor, Bloomberg News. That’s followed by the final panel of the conference on multi-asset volatility and macro views by Jeff Blazek, Multi-Asset Co-Chief Investment Officer, Neuberger Berman, Nancy Davis, Managing Partner & Chief Investment Officer, Quadratic Capital, Bob Elliott, Co-Founder, CEO, and CIO, Unlimited Funds, and Matthew Glazier, Co-Head of Global Derivative Trading, Prudential. The panel was hosted by Tanvir Sandhu, Chief Global Derivatives Strategist at Bloomberg Intelligence.

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• FX Moment: Fiscal Strain Leaves No Way Out of Sterling Bear Trap

  The UK fiscal predicament will likely keep sterling under pressure heading into the Nov. 26 budget. The view is starting to look crowded, and recent moves appear stretched, but any upside is set to be contained until the fiscal path clears. For now, sterling bulls might have to settle for some consolidation ahead of the budget and/or renewed dollar weakness, which isn’t in sight yet. In this episode of FX Moment, Bloomberg Intelligence Chief G10 FX Strategist Audrey Childe-Freeman and Laura Cooper, managing director and head of macro credit at Nuveen, discuss UK fiscal- and monetary-policy dynamics and the shaky sterling backdrop. Laura and Audrey also touch on the recent dollar rebound and share their views into 2026. FX Moment is part of the FICC Focus podcast. Listen to FICC Focus on Apple Podcasts and Spotify.

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• All Options Considered: Bloomberg Volatility Forum NYC 2025

  This edition of All Options Considered is the recording of part of the Bloomberg Volatility Forum 2025 held in NYC on October 28th. It starts with the keynote speech by BI’s Chief Global Derivatives Strategist Tanvir Sandhu on macro and volatility across markets, followed by the discussion from the first panel on the derivatives market by Benn Eifert, Managing Partner, co-CIO Head of Multi-Strategy at QVR, Diego Parrilla, Chief Investment Officer at Quadriga Asset Managers and Ilya Gofshteyn, Head of Research and Lead Macro Strategist at Capstone Investment Advisors. The panel is hosted by Noel Hebert, Chief US Corporate Credit Strategist & Global Director of FICC Strategy at Bloomberg Intelligence.

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• Credit Crunch: New Mountain’s Kaplan on Net-Lease Landscape

  “Manufacturing assets, the availability of them, have been chronically undersupplied for decades,” says Teddy Kaplan, CEO of Net Lease for New Mountain Capital, when making the investment case for the sector within a net-lease portfolio. Kaplan joins Bloomberg Intelligence’s Noel Hebert on this episode of the Credit Crunch podcast to discuss sale-leasebacks, the evolution of the marketplace and the synergies of net lease within the New Mountain product set. They also explore on-shoring trends dating back through several administrations, asset-multiple arbitrage, identifying the right markets and tenants, as well as geographic growth opportunities. Kaplan and Hebert conclude with a conversation on managing distress within the portfolio and the emergence of asset-backed funding solutions.

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