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PODCAST

The Credit Edge by Bloomberg Intelligence

The Credit Edge reviews the top credit news of the week and looks at the week ahead, with in-depth research of the most important corporate sectors, trends and themes. Analysis of specific corporate bonds and credit default swaps is backed by Bloomberg Intelligence"s robust data sets and indexes.

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All Episodes

45:16

PGIM Lauds ‘Bulletproof’ CLOs as Credit Risks Rise

The Credit Edge by Bloomberg Intelligence ·

2025/06/12

Collateralized loan obligations are a credit safe haven as highly-indebted companies get dragged down by economic slowdown, according to PGIM Fixed Income. “These structures are bulletproof,” Greg Peters, the $860 billion asset manager’s co-chief investment officer, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Matthew Geudtner in the latest Credit Edge podcast. “The loan market could really come upon hard times and these structures will be

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46:00

Credit Market Calm Is at Odds With High Default Risk,...

The Credit Edge by Bloomberg Intelligence ·

2025/06/05

Credit markets are rallying but there’s elevated risk of some companies not repaying debt, according to the Schwab Center for Financial Research. “There’s a sense of complacency,” Collin Martin, the firm’s fixed income strategist, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Himanshu Bakshi in the latest episode of the Credit Edge podcast. “Defaults are probably going to stay high,” says Martin, noting low interest coverage

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44:18

Dimensional Says Public Debt Has the Edge Over Private

The Credit Edge by Bloomberg Intelligence ·

2025/05/29

Private credit may be hot, but it isn’t for all investors and doesn’t do better than traded junk debt, according to Dimensional Fund Advisors, which manages $790 billion in assets. “There is no outperformance relative to high-yield public bonds,” Savina Rizova, the firm’s co-chief investment officer and global head of research, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Jean-Yves Coupin in the latest episode of the Credit Edge podcast

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48:15

Polus Adds Credit Shorts, Sees Default Mountain Ahead

The Credit Edge by Bloomberg Intelligence ·

2025/05/22

Tariffs are inflicting economic damage that will force more companies to default on their debt, according to Polus Capital Management. “We do have a more substantial book of single name, high-yield credit shorts,” Robert Dafforn, the firm’s chief investment officer for opportunistic credit, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Tim Riminton in the latest episode of the Credit Edge podcast. “We think about it as the foothills before the

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46:08

Barclays’ DCM Chief Sees Buyers Longing for Long Bonds

The Credit Edge by Bloomberg Intelligence ·

2025/05/15

Yield-hungry credit investors are increasingly seeking longer-dated corporate debt, just as supply is evaporating, according to Barclays. “It’s problematic,” Meghan Graper, the firm’s global head of debt capital markets, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Arnold Kakuda in the latest Credit Edge podcast. “I worry — can we source enough assets to appeal to where the bid is gravitating, and that’s out the curve.”

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52:06

Real Estate’s in Trouble as Economy Slows, Says Hines

The Credit Edge by Bloomberg Intelligence ·

2025/05/08

Property markets are headed for trouble as the US economy slows and interest rates stay high, according to Hines, the global real estate investment manager.“We will probably see a bigger wave of assets in distress,”Alfonso Munk, who runs the firm’s debt business, tells Bloomberg News’James Crombieand Bloomberg Intelligence’s Tolu Alamutu in the latest Credit Edge podcast. “What I’m worried about is the operating distress if we get into economic

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44:59

Fridson Sees High Yield Going Distressed in Recession

The Credit Edge by Bloomberg Intelligence ·

2025/05/01

More corporate debt will plunge into distress when the US economy tanks, Marty Fridson, chief executive officer of Fridson Vision High Yield Strategy. “I have high confidence that we will get back to 1,000 basis points on the high-yield index as a whole at the worst point of the next recession,” the veteran credit strategist tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Spencer Cutter in the latest Credit Edge podcast. Corporate bonds trading at 1,000 basis

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49:13

BlackRock Sees Credit Pain as Tariff Confusion Reigns

The Credit Edge by Bloomberg Intelligence ·

2025/04/24

Risky corporate debt markets have room to fall further to reflect the damage of ongoing trade wars, according to BlackRock, the $11.6 trillion money manager. “We’re likely to see spreads widen from here as we see further deterioration in risk assets,” Mitch Garfin, the firm’s co-head of leveraged finance, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Robert Schiffman in the latest Credit Edge podcast. “If this uncertainty continues for

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43:10

Trade War Is Driving Retailers Nuts, Says Alix’s Etlin

The Credit Edge by Bloomberg Intelligence ·

2025/04/17

Tariff chaos has tossed retailers into a crisis similar to Covid in 2020, leaving them unable to plan ahead, according to AlixPartners, the financial advisory and global consulting firm. “It’s a little crazy and retailers are canceling orders,” Holly Etlin, a partner at the firm and restructuring veteran, tells Bloomberg News’ Reshmi Basu and Bloomberg Intelligence’s Stephen Flynn in the latest Credit Edge podcast. There’s a “real crisis, everybody going

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47:32

Distressed Specialist Aptior Sees Opportunity in Chaos

The Credit Edge by Bloomberg Intelligence ·

2025/04/10

Global market turmoil opens a window for credit investors in companies with too much debt, according to London-based Aptior Capital, which specializes in distressed debt and rescue finance. “All this volatility, it throws up even more opportunities,” founder Rudi Singh tells Bloomberg News’ Giulia Morpurgo and Bloomberg Intelligence’s Tolu Alamutu in the latest Credit Edge podcast. “These are very good businesses and it really has been the old adage of good company, bad

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45:45

Janus Is Skeptical of Private Credit’s Push Into ETFs

The Credit Edge by Bloomberg Intelligence ·

2025/04/03

Retail investors aren’t yet ready to jump on the private credit bandwagon, according to Janus Henderson. “The skepticism there should be real,” John Kerschner, the firm’s head of US securitized products, talking about exchange-traded funds focused on direct lending. “The underlying isn’t nearly as liquid and hasn’t really been tested throughout a real dislocation credit cycle,” Kerschner tells Bloomberg News’ James Crombie and Bloomberg

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44:17

JPMorgan Sees Credit Risks Rising as Trade War Bites

The Credit Edge by Bloomberg Intelligence ·

2025/03/27

Fundamental and technical pressures on credit markets are growing as trade wars escalate, according to JPMorgan Asset Management. “We just need to be paid a little bit more for the uncertainty risk now in the market,” says Lisa Coleman, the firm’s head of global investment-grade corporate credit. “The technicals from where we were at the beginning of the year have deteriorated,” Coleman, who manages $73 billion in assets, tells Bloomberg News’ James Crombie and

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43:21

Credit Buyers Mask Up as US Sneezes, Says CreditSights

The Credit Edge by Bloomberg Intelligence ·

2025/03/20

Global portfolio managers are seeking debt investment alternatives in China and Europe amid mounting volatility in America, according to CreditSights. “The US seems to be sneezing an awful lot lately and the rest of the world is saying, ‘Well how do we mask up and try to defend ourselves against this?” said Winnie Cisar, the firm’s global head of strategy. “If US exceptionalism is not on the table, then we’re going to have to go other places to look for

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39:11

Private Credit Value Flips to Europe, Says BC Partners

The Credit Edge by Bloomberg Intelligence ·

2025/03/13

Amid heightened volatility in American capital markets, there are more attractive private debt options elsewhere, according to alternative investment manager BC Partners. “In 25 years of doing this, it’s probably the first time we’re seeing actually decent relative value in Europe,” said Ted Goldthorpe, the firm’s head of credit. “The US has always provided better relative value in every environment — that’s kind of changed,” Goldthorpe tells

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44:20

AllianceBernstein Says Private Debt Will Keep Its Edge

The Credit Edge by Bloomberg Intelligence ·

2025/03/06

Private credit is getting squeezed by excess demand for limited deals, but AllianceBernstein says it will continue to pay more than publicly traded debt. “Even as base rates have come in, that premium remains fairly persistent,” said Matthew Bass, the firm’s head of private alternatives. “If the premium gets too small, then as an investor, you’re going to start to question: ‘Why am I locking my capital up?’,” Bass tells Bloomberg News’ James

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46:07

Carlyle Flags ‘High Teens’ Middle-Market CLO Gains

The Credit Edge by Bloomberg Intelligence ·

2025/02/27

The best credit opportunity lies in middle-market collateralized loan obligation equity, according to Carlyle. “It is a newer market and not everyone’s investing and chasing that asset class,” said Lauren Basmadjian, the firm’s global head of liquid credit. “We’re seeing mid-to-high teens IRRs,” Basmadjian tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Mike Campellone in the latest Credit Edge podcast. That compares to 12%-13%

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45:43

Pimco Likes Cruise Lines, Bank Bonds in Tariff Turmoil

The Credit Edge by Bloomberg Intelligence ·

2025/02/20

As trade wars intensify, inflation persists and geopolitical risks spread, Pimco is finding value in the debt of large US banks and leisure-sector companies. “There are some really strong spots within lodging, cruise lines and the like,” said Sonali Pier, who focuses on multi-sector credit opportunities and is a senior member of the $2 trillion asset manager’s leveraged finance team. Pimco is meanwhile cautious on retail and autos, especially in Europe, Pier tells Bloomberg

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40:39

Goldman Tells Credit Investors to Buy Cheap Hedges

The Credit Edge by Bloomberg Intelligence ·

2025/02/13

Goldman Sachs is advising credit investors to protect against losses amid expensive valuations and rising geopolitical turmoil. “The cost of hedging is the lowest it’s been in probably a very long time — use that to your advantage,” said Lotfi Karoui, the firm’s chief credit strategist. “Look at that left tail of the distribution — the known unknowns, the unknown unknowns, the things that can take you off guard,” he tells Bloomberg News’ James

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45:07

Crescent Sees Credit Holding Firm Amid Trade War Storm

The Credit Edge by Bloomberg Intelligence ·

2025/02/06

Corporate debt is well placed to withstand global turmoil caused by new US trade policy, according to Crescent Capital Group. “There is going to be a lot of volatility, but I think the markets are now becoming more accustomed to not reacting to those headlines,” said Chris Wright, the firm’s president and head of private debt. “Credit markets are pretty stable,” he tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Julie Hung, in the latest

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42:40

Gramercy Says Private Is Way to Go in Emerging Markets

The Credit Edge by Bloomberg Intelligence ·

2025/01/30

As rates stay high, bank lenders retreat and volatility rises, Gramercy Funds Management sees significant growth in private credit to developing nations. “We’re just scratching the surface in emerging markets,” said Robert Koenigsberger, the firm’s founder, chief investment officer and managing partner, referring to private debt. “It’s really exciting to go deeper and broader in EM as an asset class with the tools that have proven to work already,” he tells

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146 results

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