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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

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

en-US

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

en-US

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

en-US

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

en-US

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

en-US

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,

en-US

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

en-US

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

en-US

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

en-US

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

en-US

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

en-US

39:54

Vanguard Is Cautious on Junk as Economy Gets Turbulent

The Credit Edge by Bloomberg Intelligence ·

2024/11/07

The US economy heading for a potentially “turbulent landing” may spell trouble for junk bonds, according to Colleen Cunniffe, head of global taxable credit research at Vanguard. “We’re actually relatively cautious on high yield at the moment from a broad perspective,” Cunniffe tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Himanshu Bakshi in the latest Credit Edge podcast. The world’s second-largest asset manager prefers debt rated BBB, bonds from utilities and banks, as well as

en-US

60:44

Churchill Sees Mid-Market Loan Value ‘in Plain Sight’

The Credit Edge by Bloomberg Intelligence ·

2024/10/31

Lending directly to middle-market US-based companies is the best opportunity in credit markets, offering double-digit yields, according to Randy Schwimmer, vice chairman at Churchill Asset Management. “We probably only have a small handful of lenders that we’re competing against,” Schwimmer tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Mike Holland in the latest Credit Edge podcast. “This right now is undiscovered value that is hiding in plain sight,” added Schwimmer, whose firm

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1:00

Listen Now: Inside Active by Bloomberg Intelligence

The Credit Edge by Bloomberg Intelligence ·

2024/10/27

Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and glean insights from active managers and those who cover the industry. Listen to Inside Active by Bloomberg Intelligence. See omnystudio.com/listener for privacy information.

en-US

50:09

Goldman’s Jonny Fine Sees Bond Issuance Rush Extending

The Credit Edge by Bloomberg Intelligence ·

2024/10/24

High-grade US corporate bond issuance will rise again in 2025, building on this year’s record-setting pace, according to Goldman Sachs. “There’s a lot of growth in the economy that needs to take place, as well as all of the refi,” Jonny Fine, Goldman’s global head of investment grade debt tells Bloomberg News’ James Crombie and and Bloomberg Intelligence’s Arnold Kakuda in the latest Credit Edge podcast. Refinancing will account for the bulk of the sales, while infrastructure finance and buyouts

en-US

46:59

Pimco Says Private Credit Doesn’t Pay as Hazards Grow

The Credit Edge by Bloomberg Intelligence ·

2024/10/17

Private debt doesn’t offer high enough returns to justify the growing risks, according to Pimco. “Fundamentals are deteriorating in more levered portions of the credit markets,” said Mohit Mittal, chief investment officer for core strategies at Pimco. “You’re seeing more complacency, so you have to be very thoughtful, you have to be very careful.” Investment-grade direct lending pays only half the premium needed to compensate for worse liquidity than in public markets and rising fundamental

en-US

57:49

Schroders Is Real Estate Bull in Private Debt Rush

The Credit Edge by Bloomberg Intelligence ·

2024/10/10

Schroders Capital is seeing growing interest in private debt from investors looking to diversify as returns in public markets decline. It’s finding the best relative value in commercial real estate where over-exposed regional banks can no longer lend. “The most interesting opportunity, I think is looking where there’s emotional bias and fear,” says Michelle Russell-Dowe, co-head of private debt and credit alternatives at the asset manager, in the latest Credit Edge podcast. Schroders also likes

en-US

53:13

Blackstone Eyes $30 Trillion Private Credit Bonanza

The Credit Edge by Bloomberg Intelligence ·

2024/10/03

Blackstone Inc. expects private credit to balloon to $30 trillion in size, fueled by the energy transition, housing and data center lending. “We’re really expanding the opportunity set from quite a narrow part of the market to really a mainstream part,” said Rob Horn, global head of infrastructure and asset-based credit at Blackstone. “Not only can we get hard-asset collateral — which differs from what they get in the public market — but we also get a premium return,” Horn tells Bloomberg News’

en-US

53:23

Moody’s Sees Private Debt Leverage, Transparency Risks

The Credit Edge by Bloomberg Intelligence ·

2024/09/26

The $1.7 trillion private credit market faces several challenges after years of rapid growth, according Ana Arsov, global head of private credit at Moody’s Ratings. “It’s going to be very important to get more transparency from the banks about is there some kind of synthetic leverage, additional leverage, coming to this market,” Arsov tells Bloomberg News’ James Crombie and Bloomberg Intelligence senior credit analyst David Havens in the latest Credit Edge podcast. Arsov and Havens also debate the

en-US

0:58

Tiger Money (Sponsored Content)

The Credit Edge by Bloomberg Intelligence ·

2024/09/25

Investing, stocks, commodities, crypto and everything in between. This biweekly podcast with a focus on exchange-traded funds will guide you through the financial markets in Asia and beyond. Sponsored by HKEX.See omnystudio.com/listener for privacy information.

en-US

146 results

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