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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

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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43:57

Pemberton Builds NAV Loans, CLOs for Private Debt Edge

The Credit Edge by Bloomberg Intelligence ·

2025/01/23

UK-based Pemberton Asset Management has widened its scope to stay ahead in the increasingly competitive world of private credit. “You’ve got to have a range of products that people think are relevant and attractive,” said Symon Drake-Brockman, the firm’s co-founder and managing partner, referring to net asset value financing, collateralized loan obligations and risk sharing, among other businesses. “We can build large verticals in each one of those strategies,” he

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42:54

Centerbridge Sees Consumer Pain as Inflation Lingers

The Credit Edge by Bloomberg Intelligence ·

2025/01/16

Centerbridge Scans Consumer Pain as Inflation Lingers (Podcast)Stubbornly high prices are a threat to consumers that could bleed through to credit markets, according to Centerbridge. “The rising cost of goods and interest rates will have an impact,” said Aaron Fink, the firm’s head of asset finance. “To the extent we see deterioration in jobs, and in the labor market more broadly, that’ll be problematic,” he tells Bloomberg News’ James Crombie and Carmen

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37:02

First Eagle Plays Safe as Credit Spreads Get Squeezed

The Credit Edge by Bloomberg Intelligence ·

2025/01/09

Debt spreads are set to tighten further as demand for yield rises and net supply remains constrained, according to First Eagle Alternative Credit, which is cautious about the year ahead. “Stay conservative — that’s the mantra that we’re operating under,” said Jim Fellows, the firm’s co-president and chief investment officer, referring to leveraged loans, private credit and high-yield bonds. “You don’t see a lot of screaming value,” he tells

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47:49

RBC Sees Private Credit in Peril as Rates Stay High

The Credit Edge by Bloomberg Intelligence ·

2024/12/24

A sustained period of elevated interest rates has the potential to cause pain in the fastest-growing part of corporate debt, according to RBC Global Asset Management. “We are concerned about how the direct lending private credit space would deal with a higher-for-longer world,” said Andrzej Skiba, the firm’s head of US fixed income. “You’re much better off in public markets because the leverage profile, the interest coverage ratios are just so much better,” he

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48:06

Apollo Sees Private Credit Sprinting to $40 Trillion

The Credit Edge by Bloomberg Intelligence ·

2024/12/19

Private credit could become a $40 trillion market in five years, according to Apollo Global Management. “We’re going to get there really soon,” Akila Grewal, the firm’s global head of credit product, tells Bloomberg News’ James Crombie and Bloomberg Intelligence analyst Matt Geudtner in the latest Credit Edge podcast. Currently, “we estimate it’s a $20 trillion market,” she adds, referring to asset-based finance. Grewal and Geudtner also discuss

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53:45

Bourbon and Bonds: The Credit Edge 2025 Outlook

The Credit Edge by Bloomberg Intelligence ·

2024/12/17

Credit spreads are poised to hit record tight levels in the first quarter, even as debt issuance rises, according to participants in this special 2025 outlook edition of the Credit Edge podcast, hosted by Bloomberg’s James Crombie. We discuss bonds, loans, private credit — and bourbon — with the following guests: Kathy Jones, chief fixed income strategist at the Schwab Center for Financial Research; Ana Arsov, global head of private credit at Moody’s; Matt Brill,

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49:45

PineBridge Fears Credit Calamity as Demand Balloons

The Credit Edge by Bloomberg Intelligence ·

2024/12/12

Swelling demand for limited supply of corporate bonds and loans could spell trouble for credit markets, according to PineBridge Investments. “The thing that gives me a lot of pause right now — and some concern — is the lack of net new supply versus the amount of demand out there,” said Jeremy Burton, the firm’s portfolio manager for US high yield and leveraged loans. “That leads to the risk that the market as a whole will make subpar credit decisions,” he tells Bloomberg News’ James Crombie and

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46:08

JPMorgan Likes Real Estate More Than Private Credit

The Credit Edge by Bloomberg Intelligence ·

2024/12/05

Real estate and private equity are a better investment than direct lending, according to JPMorgan Asset Management. Those two have repriced on higher rates, while private credit hasn’t, Gabriela Santos, the firm’s chief market strategist for the Americas tells Bloomberg News’ James Crombie and Bloomberg Intelligence senior credit analyst Robert Schiffman, in the latest Credit Edge podcast. “It’s been interesting to see signs that actually commercial real estate seems to be bottoming and turning

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47:15

TPG Angelo Gordon Predicts Home Equity Borrowing Boom

The Credit Edge by Bloomberg Intelligence ·

2024/11/27

Homeowners cashing out after a surge in real estate prices presents a major opportunity for debt investors, according to TPG Angelo Gordon. “We’re seeing the evolution of home equity products,” said TJ Durkin, the firm’s head of structured credit and specialty finance. “There could be $150 to $200 billion of origination per year, with a $2 trillion really addressable market there,” Durkin tells Bloomberg News’ James Crombie and Carmen Arroyo, and Bloomberg Intelligence senior credit analyst David

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45:09

Oaktree Sees Companies in Trouble as Rates Stay High

The Credit Edge by Bloomberg Intelligence ·

2024/11/21

Private credit to risky borrowers that need a lifeline is poised to boom as rates stay high, according to Oaktree Capital Management. “You’re going to see a lot of what they call rescue financing,” said David Rosenberg, head of liquid performing credit at Oaktree. “That’s going to be one of the greatest opportunities we’ve seen in a decade.” Loans to troubled companies will focus on sectors that have seen most leveraged buyout activity, like technology and health care, Rosenberg tells Bloomberg

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41:46

Green Bonds Will Withstand Political Shock, Nikko Says

The Credit Edge by Bloomberg Intelligence ·

2024/11/14

Sustainable finance can keep growing despite potential headwinds from the next US administration, according to Nikko Asset Management. “If the political side is not asking for disclosure on strategies and updates on ESG, we as portfolio managers have to ask,” said Holger Mertens, Nikko’s head of global credit, referring to environmental, social and governance standards. “It’s our job to make sure we’re buying assets at the right price,” Mertens tells Bloomberg News’ James Crombie and Bloomberg

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