A Credit Reckoning Is Underway: Strategic Value Partners’ Khosla

March 24, 2025, 10:39 AM UTC

A “reckoning” is underway in credit markets after years of low interest rates, according to Victor Khosla, founder and chief investment officer of Strategic Value Partners.

  • While we’re not seeing “headline-grabbing” bankruptcies like Lehman Brothers, “what is happening underneath the surface is just frantic activity,” Khosla says in an interview with Bloomberg TV
  • Firm is focused on business including manufacturing, industrial and consumer-brands, Khosla says, and that the moment for real estate investing is now
    • “For us, if anything, it’s time to get rolling on the real estate side”
  • Uncertainty over what is happening in the US, its relationship ...





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