In this episode, Steve Miller speaks with Gretchen Lam about the outlook for leveraged finance markets and the evolution of Octagon Credit. They discuss trends in M&A activity, direct lending, broadly syndicated loans, and CLO issuance, as well as how market technicals, investor demand, and liability management transactions are shaping credit opportunities and risks.
The conversation also explores the impact of AI on the software sector, credit selection, and investment decision-making, alongside Gretchen’s perspective on leading Octagon through its next phase of growth. This episode offers valuable insights for credit investors looking to better navigate market risks, identify opportunities, and understand the forces driving leveraged finance today.
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