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SpaceX Bondholders Face Huge Key Person Risk on Their Elon Musk Trip
SpaceX bondholders are bolstered by a fat equity cushion, high-grade ratings and a relatively small amount of debt outstanding — but they depend on f…
7 hours ago
Europe's Largest Asset Manager Warns of AI Debt Deluge Crowding Out
Further acceleration in AI debt issuance has the potential to steer demand away from government bonds, according to Amundi, Europe’s largest asset ma…
6 days, 9 hours ago
Real Estate Is Next Bet for Debt Investors Avoiding Private Credit
Private credit disarray spells opportunity for housing giant Pretium, which targets high returns by lending to US homebuilders. “Our private credit l…
1 week, 6 days ago
Oaktree Says Boring is Beautiful In Dicey Private Credit Market
Private lenders are going back to basics as debt trouble spreads, market participants tell Bloomberg News’ James Crombie in this special episode of t…
2 weeks, 6 days ago
Goldman Sachs Sees ‘Uncomfortable Tension’ in Credit Markets
Robust demand from pensions and insurance companies will support corporate debt through macroeconomic headwinds and record supply, according to Goldm…
3 weeks, 6 days ago
Veteran ABS Investor Sees ‘Max Uncertainty With Max Complacency’
Bad software loans will cause credit-market trouble that recalls aspects of the global financial crisis, according to American Century Investments. “…
1 month ago
Principal Sees High-Grade Downgrade Risk as Issuance Ramps Up
Blue-chip companies, including hyperscalers, may be jeopardizing their credit ratings by piling on debt, according to Principal Asset Management. “We…
1 month, 1 week ago
Private Credit Has a Weak Underwriting Discipline Problem
Loose underwriting standards are increasingly troubling for private credit market participants, according to Bloomberg Intelligence. “This concern ha…
1 month, 1 week ago
JPMorgan Is Wary of Another Big Leap in AI-Related Spending
JPMorgan Asset Management sees value in the debt of companies building out AI, but it’s keeping a close eye on how much more they plan to spend next …
1 month, 2 weeks ago
HarbourVest Expects Private Credit Secondaries Volume to Double
Secondary trading of private credit is on track to more than double last year’s record volume, according to HarbourVest Partners. “Through the first …
1 month, 3 weeks ago