Newfleet Warns of ‘No Free Lunch’ in AI Debt Funding Frenzy
Long-term debt bets on technology companies that are borrowing heavily for AI may end in tears, according to Newfleet Asset Management. “It’s one of the biggest risks out there,” said Dave Albrycht, t...
18 Dec 202541min
KKR Is Hunting for Yield in European and Japanese Credit Markets
KKR is looking to Europe and Japan for yield as US debt spreads grind tighter. “Investors are very focused on relative value in a market where there’s not a lot,” Tal Reback, global investment strateg...
11 Dec 202544min
Barclays’ Rogoff Sees Risk of AI Bust as Debt Issuance Ramps Up
The technology-funding frenzy could become a bust for credit markets if AI falls short of lofty expectations, according to Barclays. “If we get to a point where we see a lot of this issuance coming to...
4 Dec 202546min
Arini Says European Private Credit Has the Edge Over US Market
Global investors are looking more at European private credit as US returns get squeezed, according to London-based hedge fund Arini. “They want to focus on a place where they think there’s rule of law...
26 Nov 202548min
Vanguard Says Junk Bond Pricing Leaves Little Room for Negative Surprises
Vanguard Group, the world’s second-largest money manager, is wary of junk bonds given how expensive they’ve become. “Where the market is today doesn’t leave a lot of room for negative surprises,” Mich...
20 Nov 202548min
Oaktree Worries About Lack of Discipline in Rush to Fund AI
Lack of discipline is a concern for credit markets as investors rush to fund artificial intelligence, according to Oaktree Capital Management. “Just how much money is chasing deals — I think you need ...
13 Nov 202546min
DoubleLine Is Ringing Alarm Bells on the AI Debt Funding Bonanza
Credit investors should be careful about participating in the artificial intelligence boom, according to DoubleLine Capital. “You have to be not only cautious about the tech sector, but the tangential...
6 Nov 202545min
Crossmark Says Investors Are Too Complacent About Market Risks
Investors are too sanguine after shrugging off recent debt-market distress, according to Crossmark Global Investments. “My key concern is the complacency,” Victoria Fernandez, the firm’s chief market ...
30 Okt 202549min
