Green Bonds Will Withstand Political Shock, Nikko Says
Sustainable finance can keep growing despite potential headwinds from the next US administration, according to Nikko Asset Management. “If the political side is not asking for disclosure on strategies...
14 Nov 202441min
Vanguard Is Cautious on Junk as Economy Gets Turbulent
The US economy heading for a potentially “turbulent landing” may spell trouble for junk bonds, according to Colleen Cunniffe, head of global taxable credit research at Vanguard. “We’re actually relati...
7 Nov 202439min
Churchill Sees Mid-Market Loan Value ‘in Plain Sight’
Lending directly to middle-market US-based companies is the best opportunity in credit markets, offering double-digit yields, according to Randy Schwimmer, vice chairman at Churchill Asset Management....
31 Okt 20241h
Listen Now: Inside Active by Bloomberg Intelligence
Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy te...
27 Okt 20241min
Goldman’s Jonny Fine Sees Bond Issuance Rush Extending
High-grade US corporate bond issuance will rise again in 2025, building on this year’s record-setting pace, according to Goldman Sachs. “There’s a lot of growth in the economy that needs to take place...
24 Okt 202450min
Pimco Says Private Credit Doesn’t Pay as Hazards Grow
Private debt doesn’t offer high enough returns to justify the growing risks, according to Pimco. “Fundamentals are deteriorating in more levered portions of the credit markets,” said Mohit Mittal, chi...
17 Okt 202446min
Schroders Is Real Estate Bull in Private Debt Rush
Schroders Capital is seeing growing interest in private debt from investors looking to diversify as returns in public markets decline. It’s finding the best relative value in commercial real estate wh...
10 Okt 202457min
Blackstone Eyes $30 Trillion Private Credit Bonanza
Blackstone Inc. expects private credit to balloon to $30 trillion in size, fueled by the energy transition, housing and data center lending. “We’re really expanding the opportunity set from quite a na...
3 Okt 202453min
