First Eagle Plays Safe as Credit Spreads Get Squeezed
Debt spreads are set to tighten further as demand for yield rises and net supply remains constrained, according to First Eagle Alternative Credit, which is cautious about the year ahead. “Stay conserv...
9 Jan 202537min
RBC Sees Private Credit in Peril as Rates Stay High
A sustained period of elevated interest rates has the potential to cause pain in the fastest-growing part of corporate debt, according to RBC Global Asset Management. “We are concerned about how the d...
24 Dec 202447min
Apollo Sees Private Credit Sprinting to $40 Trillion
Private credit could become a $40 trillion market in five years, according to Apollo Global Management. “We’re going to get there really soon,” Akila Grewal, the firm’s global head of credit product, ...
19 Dec 202448min
Bourbon and Bonds: The Credit Edge 2025 Outlook
Credit spreads are poised to hit record tight levels in the first quarter, even as debt issuance rises, according to participants in this special 2025 outlook edition of the Credit Edge podcast, hoste...
17 Dec 202453min
PineBridge Fears Credit Calamity as Demand Balloons
Swelling demand for limited supply of corporate bonds and loans could spell trouble for credit markets, according to PineBridge Investments. “The thing that gives me a lot of pause right now — and som...
12 Dec 202449min
JPMorgan Likes Real Estate More Than Private Credit
Real estate and private equity are a better investment than direct lending, according to JPMorgan Asset Management. Those two have repriced on higher rates, while private credit hasn’t, Gabriela Santo...
5 Dec 202446min
TPG Angelo Gordon Predicts Home Equity Borrowing Boom
Homeowners cashing out after a surge in real estate prices presents a major opportunity for debt investors, according to TPG Angelo Gordon. “We’re seeing the evolution of home equity products,” said T...
27 Nov 202447min
Oaktree Sees Companies in Trouble as Rates Stay High
Private credit to risky borrowers that need a lifeline is poised to boom as rates stay high, according to Oaktree Capital Management. “You’re going to see a lot of what they call rescue financing,” sa...
21 Nov 202445min
