In this video, Ironshield Capital Management’s Founder, Managing Partner and CIO, David Nazar, outlines why the opportunity set for the firm’s strategy has broadened. He discusses the expansion of the European high yield and leveraged loan markets, the reversal in government bond yields and how higher borrowing costs are creating a more pronounced pipeline of stressed and distressed situations.
These dynamics underpin the firm’s Credit Opportunities approach and its focus on identifying mispriced risk across the capital structure. The evolving rate environment and refinancing cycle continue to reshape opportunity across Distressed and Stressed Credit.