Sycamore Tree Tips Chemicals in Iran Jam

About this episode

The episode discusses the impact of Middle East shipping disruptions on US chemical companies and the broader credit market outlook.

Middle East shipping disruptions are boosting US companies bruised by cheap Chinese supply, according to Sycamore Tree Capital Partners. “It really slows down the ability for some of those Asian-based chemical companies to produce,” Trey Parker, the asset manager’s co-founder and chief investment officer, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Phil Brendel in the latest Credit Edge podcast. “You’re going to have more US- and European-based chemical companies have an inherent advantage,” Parker added. They also discuss health-care relative value, the outlook for debt defaults, a slowdown in liability management exercises and opportunity in credit secondaries. See omnystudio.com/listener for privacy information.

People in this episode

Host: James Crombie

Guest: Trey Parker

Topics covered

• shipping disruptions
• chemical companies
• debt defaults
• health-care relative value
• credit secondaries

Keywords

• shipping disruptions
• chemical companies
• debt defaults
• health-care
• credit secondaries

Mentioned in this episode

Organizations: Sycamore Tree Capital Partners, Bloomberg News, Bloomberg Intelligence

Places: Middle East, US, China, Europe

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