AllianceBernstein Says Private Debt Will Keep Its Edge
Private credit is getting squeezed by excess demand for limited deals, but AllianceBernstein says it will continue to pay more than publicly traded debt. “Even as base rates have come in, that premium...
6 Mars 202544min
Carlyle Flags ‘High Teens’ Middle-Market CLO Gains
The best credit opportunity lies in middle-market collateralized loan obligation equity, according to Carlyle. “It is a newer market and not everyone’s investing and chasing that asset class,” said La...
27 Feb 202546min
Pimco Likes Cruise Lines, Bank Bonds in Tariff Turmoil
As trade wars intensify, inflation persists and geopolitical risks spread, Pimco is finding value in the debt of large US banks and leisure-sector companies. “There are some really strong spots within...
20 Feb 202545min
Goldman Tells Credit Investors to Buy Cheap Hedges
Goldman Sachs is advising credit investors to protect against losses amid expensive valuations and rising geopolitical turmoil. “The cost of hedging is the lowest it’s been in probably a very long tim...
13 Feb 202540min
Crescent Sees Credit Holding Firm Amid Trade War Storm
Corporate debt is well placed to withstand global turmoil caused by new US trade policy, according to Crescent Capital Group. “There is going to be a lot of volatility, but I think the markets are now...
6 Feb 202545min
Gramercy Says Private Is Way to Go in Emerging Markets
As rates stay high, bank lenders retreat and volatility rises, Gramercy Funds Management sees significant growth in private credit to developing nations. “We’re just scratching the surface in emerging...
30 Jan 202542min
Pemberton Builds NAV Loans, CLOs for Private Debt Edge
UK-based Pemberton Asset Management has widened its scope to stay ahead in the increasingly competitive world of private credit. “You’ve got to have a range of products that people think are relevant ...
23 Jan 202543min
Centerbridge Sees Consumer Pain as Inflation Lingers
Centerbridge Scans Consumer Pain as Inflation Lingers (Podcast)Stubbornly high prices are a threat to consumers that could bleed through to credit markets, according to Centerbridge. “The rising cost ...
16 Jan 202542min
