Portfolio Strategy Credit: Reading the Cycle
New York, Nov 6, 2018 – Just what that message is remains unclear. What is clear is that credit investors and investment managers face a similar dilemma, says Randy Schwimmer, senior managing director and head of origination and capital markets at Churchill Asset Management, which concentrates on lending to private-equity-sponsored middle-market companies. Like archeologists, participants in loan and credit markets are also “experts at digging for meaning among otherwise inscrutable signs”, Schwimmer says…