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June 19, 2023 ARC Report

The Road Ahead for Defaults

To gain insight into what can be expected in terms of default rates, industry specialists have recently shared their perspectives. In addition to listing all 437 companies with bond-related issues, our most recent ARC report summarizes forecasts from industry leaders such as Deutsche Bank, JP Morgan, Fitch and Professor Ed Altman, and includes what I believe are four factors that could heavily impact default rates.

Picture of Steven Strom

Steven Strom

Managing Director, Odinbrook Global Advisors

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