Here's your summary from Carlyle's Basmadjian Expects Busier M&A Environment (https://www.youtube.com/watch?v=M7p41Q0CdYo) on the Bloomberg Television channel:
**TLDR:** Carlyle's Basmadjian expects a busier M&A environment with stable financing markets and increased retail demand for alternative investments.
1. Companies are focusing on profitability and cash flow in a higher rate environment, leading to record levels of free cash flow production.
2. Default rates remain low at 1%, with stability in the market and availability of loans for acquisitions.
3. Retail demand for alternative investments, such as CLO and floating rate products, is increasing, with potential for outflows if liquidity dries up.
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