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Newfleet Warns of ‘No Free Lunch’ in AI Debt Funding Frenzy
Long-term debt bets on technology companies that are borrowing heavily for AI may end in tears, according to Newfleet Asset Management. “It’s one of …
6 months, 1 week ago
KKR Is Hunting for Yield in European and Japanese Credit Markets
KKR is looking to Europe and Japan for yield as US debt spreads grind tighter. “Investors are very focused on relative value in a market where there’…
6 months, 2 weeks ago
Barclays’ Rogoff Sees Risk of AI Bust as Debt Issuance Ramps Up
The technology-funding frenzy could become a bust for credit markets if AI falls short of lofty expectations, according to Barclays. “If we get to a …
6 months, 3 weeks ago
Arini Says European Private Credit Has the Edge Over US Market
Global investors are looking more at European private credit as US returns get squeezed, according to London-based hedge fund Arini. “They want to fo…
7 months ago
Vanguard Says Junk Bond Pricing Leaves Little Room for Negative Surprises
Vanguard Group, the world’s second-largest money manager, is wary of junk bonds given how expensive they’ve become. “Where the market is today doesn’…
7 months, 1 week ago
Oaktree Worries About Lack of Discipline in Rush to Fund AI
Lack of discipline is a concern for credit markets as investors rush to fund artificial intelligence, according to Oaktree Capital Management. “Just …
7 months, 2 weeks ago
DoubleLine Is Ringing Alarm Bells on the AI Debt Funding Bonanza
Credit investors should be careful about participating in the artificial intelligence boom, according to DoubleLine Capital. “You have to be not only…
7 months, 3 weeks ago
Crossmark Says Investors Are Too Complacent About Market Risks
Investors are too sanguine after shrugging off recent debt-market distress, according to Crossmark Global Investments. “My key concern is the complac…
8 months ago
Monarch Sees Bigger Hazard Than Fraud
Corporate collapse and allegations of fraud hog the headlines, but a slumping US economy is much more troubling for debt markets, according to Monarc…
8 months, 1 week ago
Ares Says Private Lenders Are Better Placed Than Public to Avoid Pain
Private credit is better placed than public to avoid blowups being seen in liquid debt, according to Ares Management Corp. “The level and amount of w…
8 months, 2 weeks ago