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High Rates Crush $200 Billion of Junk Debt, BofA Says
US companies with about $200 billion in debt — 10% of the junk market — can’t survive at prevailing elevated interest rates, according to Bank of Ame…
2 years, 1 month ago
Invesco Buys REITs, Bank Bonds in Credit ‘Golden Age’
Invesco is buying real estate investment trust debt and preferred bonds from banks, betting that the US economy stays strong and interest rates event…
2 years, 1 month ago
Wellington Bets on US Consumer in ‘Year of the Bond’
Household debt is a good investment as the US economy remains strong, Jeremy Forster, portfolio manager at Wellington Management, says in the latest …
2 years, 1 month ago
TCW Expects Private Debt ‘Accidents’ as Stress Builds
Rising private credit stress will inflict losses on investors and spur volatility, Jerry Cudzil, portfolio manager at TCW Group, says in the latest C…
2 years, 1 month ago
Western Asset Sees Value in Commercial Real Estate
Western Asset Management Co. sees “compelling” opportunities in commercial real estate debt, Co-Chief Investment Officer Michael Buchanan says in the…
2 years, 2 months ago
Altice ‘Jenga Tower’ Menaces Global Credit Markets
Altice ‘Jenga Tower’ Menaces Global Credit Markets (Podcast)Altice distress is ripping through global credit markets and setting some ugly precedents…
2 years, 2 months ago
Credit’s in Trouble If Fed Hikes, Says Morgan Stanley
Corporate debt markets are poised to perform well provided monetary policy doesn’t get tighter, according to Morgan Stanley. “As a credit investor, t…
2 years, 2 months ago
Junk Credit Threat Grows as Rates Stay High, Says BNP
The threat of weak companies not being able to pay their debts is rising as interest rates stay elevated. “On high yield and loans, I do think that r…
2 years, 2 months ago
Amundi Tips AT1s in ‘Goldilocks’ View; Shipping Focus
Europe’s largest asset manager, Amundi, expects Additional Tier 1 bank bonds to extend gains in what it sees as a broadly positive market for corpora…
2 years, 2 months ago
Altice Stress Weighs on CLO Market, Sound Point Says
Altice’s debt woes pose a threat to the collateralized loan obligation market, says Gunther Stein, chief investment officer for US performing credit …
2 years, 3 months ago