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Five months in, Alessandro Melzi is getting started on the plan, but his boss is about to change
Bonds of energy importers have sold off, but investors convinced fundamentals are still strong
Managers pause deals as spreads widen, but swift resolution is still priced in
Mangers expect investor activity to pick up after pause
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Loan price moves are modest despite big swings in commodities -
Disruption could raise lease rates
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Asset class could be protected by rising demand
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Volatility and price pressure to impact spreads
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Conflict marks inflection point for investment banks as syndicated loan exposure and crushed bond fees come under scrutiny
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Both deals took two weeks to execute due to ABS market closure
