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Beyond The ObviousIn Mizuho . Author: Mizuho Greenhill
In Mizuho Greenhills Beyond The Obvious podcast channel, we uncover the value that others miss. Our podcast is a source for the latest discussions on topics related to capital markets, dealmaking activity, business leadership and more. Delve into insights from our investment & corporate banking thought leaders to hear their unique perspectives on current trends and market influences. Learn how industry icons and influential figures began their journeys, overcame adversity and rose to success. Discover insights that look deeper. Podcast and Video Recording Disclaimer This podcast or video recording is for informational purposes only and should not be copied, distributed, published, or reproduced in whole or in part without permission. The information contained in this podcast or video recording does not constitute research or recommendation from any Mizuho entity to the listener or viewer. Neither Mizuho nor any of its affiliates make any representation or warranty as to the accuracy or the completeness of the statements or any of the information contained in this podcast, and any liability therefor, including in respect of direct or indirect or consequential losses or damage, is expressly disclaimed. The views expressed in this podcast or video recording are not necessarily those of Mizuho, and Mizuho is not providing any financial, economic, legal, accounting, or tax advice, or recommendations in this podcast. In addition, the receipt of the podcast by any listener is not to be taken as the giving of investment advice by Mizuho, nor to constitute that person a client of any Mizuho entity. For additional disclaimers and regulatory disclosures, please visit Mizuhogroup.com/americas. Language: en Genres: Business, Business News, News Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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Markets Mindset: Q2 2026 Leveraged Finance: Software Sector Impact
Episode 31
Wednesday, 22 April, 2026
Within leveraged finance, there has been a shift in activity in term loan B, high yield and CLO markets as the industry contends with the resetting of software valuations as a result of the AI disruption. In the middle of this uncertain environment, what should leveraged finance investors and issuers know moving into the next quarter? In our latest episode of Markets Mindset, Mizuho Americas’ Head of Leveraged Finance, Jeb Slowik, is joined by Managing Director of Leveraged Finance, Jim Boland, and Head of U.S. CLO trading, Stefan Kullberg, for a discussion on how the software sector has impacted leveraged finance markets this past quarter.Our guests give their insights into their respective markets to provide clarity around:How software is influencing CLO market trendsHigh yield market strengthThe sustainability of refinancing private credit The health and stability of the AAA bid in the CLO marketThe trajectory of the new issue and secondary marketsHear from our experts as they analyze the state of leveraged finance and offer their views on which KPIs investors and issuers should watch in the months ahead.
