medium · Debt Capital Markets

Why is the Second-Lien Term Loan market often referred to as 'pro-cyclical'?

  1. It is named after the 'cycle' of payments in the principal waterfall.
  2. The yields are indexed to the GDP growth rate of the borrower's home country.
  3. Issuance typically surges when market liquidity is high and risk appetite is strong, and disappears during downturns.
  4. Second-Lien lenders are required to increase their lending when the economy is in a recession.

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