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Junk Spreads Are Too Tight, Says Loomis; iHeart Focus
Credit investors aren’t getting enough compensation for corporate credit risk, says Matthew Eagan, a portfolio manager and head of the full discretio…
2 years, 3 months ago
Marathon’s Richards Predicts Asset-Based Lending Boom
Asset-based lending is set to expand over the next 10 years at the same heady pace as private credit, according to Bruce Richards, CEO and Chairman o…
2 years, 3 months ago
Credit Pays ‘Equity-Like Returns,’ Says Napier Park
Credit derivatives and securitizations offer high yields and can perform well even if the US economy tips into recession, says Jonathan Dorfman, mana…
2 years, 3 months ago
Carlyle Sees Deluge of Opportunity as Banks Shed Loans
Financial institutions are selling off consumer loans under pressure from regulators, setting up investors for significant gains, according to Mark J…
2 years, 4 months ago
Fortress Sees $1 Trillion Real-Estate Debt Opportunity
Buyers of distressed real estate debt stand to make significant gains over the next few years, according to Joshua Pack, co-CEO at Fortress Investmen…
2 years, 4 months ago
Fidelity Fears Creditor Violence Spread; Altice Focus
US-style creditor-on-creditor violence spreading to Europe is a worry for loan investors, according to Camille McLeod-Salmon, portfolio manager at Fi…
2 years, 4 months ago
Ares Sees ‘Fragile’ Debt Markets; Freight Costs Soar
Geopolitics are a potential menace to public debt markets that could present opportunities for private lenders, according to Mike Dennis, co-head of …
2 years, 4 months ago
Bain Sees Big CLO Opportunity; WeightWatchers' Survival
Collateralized loan obligations are among the best debt investment opportunities for this year, according to John Wright, global head of credit at Ba…
2 years, 5 months ago
Vanguard Sees Recession Risk; Dish Blowup Rattles Junk
The US economy is at risk of tipping into recession in the second half of this year, putting pressure on corporate debt markets, says Chris Alwine, …
2 years, 5 months ago
Goldman Demystifies Private Credit; BDCs Go Public
Private debt needs to get better at explaining itself as the $1.6 trillion asset class goes mainstream, according to James Reynolds, global head of d…
2 years, 5 months ago