Reorg Blog

Join Reorg’s Magnus Scherman who’ll be moderating an expert panel to discuss credit considerations for Ukraine, one year after the beginning of the war. Expert guests: Tim Ash, Senior EM Sovereign Strategist, BlueBay Asset ManagementVitaliy Vavryshchuk, Head of Macroeconomic Research at ICUTetyana Nesterchuk, Barrister at Fountain Court The webinar included a discussion of the war's impact on Ukraine's economy and public finance so far, an overview of (the few) Ukrainian restructurings we saw in 2022, the SDR-backed debt proposal, the draft bill to confiscate Russian Central Bank assets in the U.K. and a look ahead at how Ukraine could emerge....

A transparent view into the CLO market can be a critical resource to support informed business decisions for investment professionials and advisors. The Collateralized Loan Obligation (CLO) data set, through Reorg's partnership with Moody's, allows users to easily identify which CLO vehicles and managers are involved in a given capital structure. Access to the data set can help support a forward-thinking business development strategy by allowing users to: Screen for lending opportunities both distressed and performingAccess detailed CLO information from more than 3.2 million rows of data from nearly 200 managersEasily filter through issuers, loans, maturity, spread, GICS sector and more...

First Day by Reorg publishes timely alerts and expert analysis of new chapter 11 cases. The team also publishes regular special reports including the First Day Weekly and twice-yearly reports; the Midyear Review and the Year in Review. Below is an excerpt of the 2022 Year in Review whitepaper which you can download here. To request trial access to Reorg, click here. Major Industry Developments & Highlights In 2022 there was an 18% increase in filing frequency from the first half to the second half, with December being the busiest month of the year.Energy and consumer discretionary filings, which set...

Watch the replay. The first half of 2022 set a First Day record for fewest chapter 11 filings over any calendar six-month period, but chapter 11s picked up in the second half of the year, with Q4 concluding as the year’s busiest quarter and December closing out as the year's busiest month. Ignoring real estate cases, which peaked in 2021, the frequency of chapter 11 cases fell by only 1% in 2022. Despite the waning of COVID-19, companies continue to cite the pandemic as at least part of the reason for their bankruptcy filings. However, during 2022 the cause of...

Every week Reorg reporters and financial and legal analysts provide recaps, previews of what's to come, interviews with experts and deep dives on topical credit situations. We focus on issues affecting and impacting distressed debt, leveraged finance, direct lending, high yield, municipals, covenants, private credit, and more. You can listen to recent podcast episodes below, and follow Reorg on Apple Podcasts, Google Podcasts, SoundCloud or Spotify to access all past and future episodes. Reorg Radio Europe: Primary Highlights; Maxeda Cash Flow Analysis; GenesisCare Updates; Adler PelzerJan. 31, 2023. Listen here. The Reorg Primary View: Debt Instruments and Soccer Teams in...