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Bain Sees Software Debt Defaults Spiking
Software default rates could hit double digits as AI disruption spreads and loans come due, according to Bain Capital. “We’re going to see real stres…
4 months ago
Acadian Sees Quants Moving to Loans, CLOs
Systematic credit investing has room to expand into leveraged loans, structured finance and emerging markets, according to Acadian Asset Management. …
4 months, 1 week ago
The Big MBS Trade Has Legs Even After Government Buys, Says Clark
Mortgage-backed securities look attractive even after government purchases snapped spreads tighter, according to Clark Capital Management. “I don’t t…
4 months, 2 weeks ago
Tech Debt Binge Is Just Getting Started
Technology companies flooding debt markets are just getting started on funding a $4 trillion artificial intelligence boom, according to Bloomberg Int…
4 months, 3 weeks ago
Distressed Buyer H.I.G. Sees Most Loan Distress in Years (Podcast)
Corporate loans signed when rates were low are increasingly hitting a wall as they come due, according to H.I.G Bayside. “There’s a level of discount…
4 months, 3 weeks ago
Pimco’s President Says Private Debt Investors Are Blind to the Risks
Investors underestimate the hazards in private debt, according to Pacific Investment Management Co. “There’s a lot of additional credit risk that peo…
5 months ago
Seix Fears More Zombie Borrower Distress as Interest Rates Stay High
Pressure on highly-indebted companies will intensify as interest rates remain elevated, according to Seix Investment Advisors. “We have a lot of cred…
5 months, 1 week ago
Neuberger Sees More Gain Than Pain in Private Debt Market
Despite all the negative headlines around private credit, Neuberger Berman says direct loans pay a lot more than traded debt and barely make a loss. …
5 months, 2 weeks ago
The Long Road to Making Venezuela's Debt and Oil Investable Again
Venezuela debt holders will likely have to wait years to get their money back after regime change in the oil-rich nation, according to Bloomberg Inte…
5 months, 2 weeks ago
Inside ‘the Everything Bubble’ With RBA
Credit is one of many overvalued markets and the technology sector is particularly risky, according to Richard Bernstein Advisors. “We’re kind of in …
5 months, 3 weeks ago