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Goldman’s Jonny Fine Sees Bond Issuance Rush Extending
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 lo…

1 year, 8 months ago

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Pimco Says Private Credit Doesn’t Pay as Hazards Grow
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 port…

1 year, 8 months ago

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Schroders Is Real Estate Bull in Private Debt Rush
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 t…

1 year, 8 months ago

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Blackstone Eyes $30 Trillion Private Credit Bonanza
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 r…

1 year, 8 months ago

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Moody’s Sees Private Debt Leverage, Transparency Risks
Moody’s Sees Private Debt Leverage, Transparency Risks

The $1.7 trillion private credit market faces several challenges after years of rapid growth, according Ana Arsov, global head of private credit at M…

1 year, 9 months ago

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UBS’s Mish Picks Credit Winners, Losers in US Election
UBS’s Mish Picks Credit Winners, Losers in US Election

Victory for Kamala Harris in the US election would boost the bonds of basic industries, capital goods companies and utilities, according to Matt Mish…

1 year, 9 months ago

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Goldman Sachs Likes the Real Estate Debt Others Fear
Goldman Sachs Likes the Real Estate Debt Others Fear

As commercial real estate continues to menace banks and investors, Goldman Sachs Asset Management is leaning into the debt. “What we’ve been able to …

1 year, 9 months ago

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Sculptor Sees Opportunity in Busted Capital Structures
Sculptor Sees Opportunity in Busted Capital Structures

Funding companies with unsustainable debt loads has been “the best opportunity in the corporate credit market over the last year or two,” Jimmy Levin…

1 year, 9 months ago

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Nochu Losses Pile Up, Asia AT1 Risks; Vedanta Recovery
Nochu Losses Pile Up, Asia AT1 Risks; Vedanta Recovery

Norinchukin Bank faces significant losses from the sale of US and European sovereign bonds that tumbled as interest rates rose, and other financial i…

1 year, 10 months ago

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North Wall Sees 25% Returns in Litigation Finance
North Wall Sees 25% Returns in Litigation Finance

Lending to law firms against portfolios of legal assets can generate hefty returns, according to North Wall Capital, the London-based credit investor…

1 year, 10 months ago

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