Barings Is Seeing More Credit Investor Interest in Europe Amid US Policy Mayhem
Barings Sees Global Credit Investor Pivot to Europe (Podcast)Demand for European corporate debt is rising as global investors seek to diversify out of US markets, according to Barings, the $442 billio...
26 Jun 202547min
Silver Point Sees ‘Game Over’ for Some Private Debt Funds When Cycle Turns
When the credit cycle turns, “the game will be over” for some private debt funds that are overly exposed to weak companies, according to Silver Point Capital. “We see every deal that’s getting done — ...
18 Jun 202550min
PGIM Lauds ‘Bulletproof’ CLOs as Credit Risks Rise
Collateralized loan obligations are a credit safe haven as highly-indebted companies get dragged down by economic slowdown, according to PGIM Fixed Income. “These structures are bulletproof,” Greg Pet...
12 Jun 202545min
Credit Market Calm Is at Odds With High Default Risk, Schwab’s Martin Says
Credit markets are rallying but there’s elevated risk of some companies not repaying debt, according to the Schwab Center for Financial Research. “There’s a sense of complacency,” Collin Martin, the f...
5 Jun 202546min
Dimensional Says High-Yield Public Debt Has the Edge Over Private
Private credit may be hot, but it isn’t for all investors and doesn’t do better than traded junk debt, according to Dimensional Fund Advisors, which manages $790 billion in assets. “There is no outper...
29 Mai 202544min
Polus Adds Credit Shorts, Sees Default Mountain Ahead
Tariffs are inflicting economic damage that will force more companies to default on their debt, according to Polus Capital Management. “We do have a more substantial book of single name, high-yield cr...
22 Mai 202548min
Barclays’ DCM Chief Sees Buyers Longing for Long Bonds
Yield-hungry credit investors are increasingly seeking longer-dated corporate debt, just as supply is evaporating, according to Barclays. “It’s problematic,” Meghan Graper, the firm’s global head of d...
15 Mai 202546min
Real Estate’s in Trouble as Economy Slows, Says Hines
Property markets are headed for trouble as the US economy slows and interest rates stay high, according to Hines, the global real estate investment manager.“We will probably see a bigger wave of asset...
8 Mai 202552min
