Fridson Sees High Yield Going Distressed in Recession
More corporate debt will plunge into distress when the US economy tanks, Marty Fridson, chief executive officer of Fridson Vision High Yield Strategy. “I have high confidence that we will get back to ...
1 Touko 202544min
BlackRock Sees Credit Pain as Tariff Confusion Reigns
Risky corporate debt markets have room to fall further to reflect the damage of ongoing trade wars, according to BlackRock, the $11.6 trillion money manager. “We’re likely to see spreads widen from he...
24 Huhti 202549min
Trade War Is Driving Retailers Nuts, Says Alix’s Etlin
Tariff chaos has tossed retailers into a crisis similar to Covid in 2020, leaving them unable to plan ahead, according to AlixPartners, the financial advisory and global consulting firm. “It’s a littl...
17 Huhti 202543min
Distressed Specialist Aptior Sees Opportunity in Chaos
Global market turmoil opens a window for credit investors in companies with too much debt, according to London-based Aptior Capital, which specializes in distressed debt and rescue finance. “All this ...
10 Huhti 202547min
Janus Is Skeptical of Private Credit’s Push Into ETFs
Retail investors aren’t yet ready to jump on the private credit bandwagon, according to Janus Henderson. “The skepticism there should be real,” John Kerschner, the firm’s head of US securitized produc...
3 Huhti 202545min
JPMorgan Sees Credit Risks Rising as Trade War Bites
Fundamental and technical pressures on credit markets are growing as trade wars escalate, according to JPMorgan Asset Management. “We just need to be paid a little bit more for the uncertainty risk no...
27 Maalis 202544min
Credit Buyers Mask Up as US Sneezes, Says CreditSights
Global portfolio managers are seeking debt investment alternatives in China and Europe amid mounting volatility in America, according to CreditSights. “The US seems to be sneezing an awful lot lately ...
20 Maalis 202543min
Private Credit Value Flips to Europe, Says BC Partners
Amid heightened volatility in American capital markets, there are more attractive private debt options elsewhere, according to alternative investment manager BC Partners. “In 25 years of doing this, i...
13 Maalis 202539min
