Latest news with #CreditCrunch
Bloomberg
09-07-2025
- Business
- Bloomberg
Investor Survey, Trade War and Dollar, H2 Outlook: Credit Crunch
Credit and high yield had a good 1H, despite tariffs and a spread rout, as there was a strong recovery. Will 2H be as strong and why? Mahesh Bhimalingam, Bloomberg Intelligence Global Head of Credit Strategy, discusses the results of the BI 3Q25 High Yield Investor Survey, along with the market outlook, with Thomas Samson, High Yield Portfolio Manager at Muzinich & co. They discuss dollar flows into euro assets, trade war impact on dispersions, impact of private and loan markets on junk and default rates for 2H. The podcast also covers investor positioning, sentiment, key return drivers, and supply forecasts and relative value across asset classes (high grade vs. junk), geography (Europe vs. US), ratings and sectors. Credit Crunch is part of BI's FICC Focus series. Listen to this episode on Apple Podcasts and Spotify. Apple: Spotify:
Bloomberg
16-06-2025
- Business
- Bloomberg
Charlesbank's Hau on Playing to Your Strengths: Credit Crunch
'We are sourcing, identifying misunderstood, high-quality middle market companies where we have a real edge...' Sandor Hau, Managing Director & President of Charlesbank, highlights. Sandor oversees the firm's opportunistic credit investment team and joined Bloomberg Intelligence's Noel Hebert on the latest episode of Credit Crunch to talk about cutting your teeth on the ground in the Asian financial crisis; missing on the boom; a private equity approach to credit investing; and tradeoffs between primary and secondary market investments. Sandor also spoke on valuing heritage, leveraging learnings across the firm and portfolio companies, and much more. The Credit Crunch podcast is part of BI's FICC Focus series. Listen to this episode on Apple Podcasts and Spotify.
Bloomberg
11-06-2025
- Business
- Bloomberg
Bloomberg Surveillance TV: June 11, 2025
- Bob Diamond, CEO at Atlas Merchant Capital - Torsten Slok, Chief Economist at Apollo - Seth Carpenter, Chief Global Economist at Morgan Stanley - David Kelly, Chief Global Strategist at JPMorgan Asset Management Bob Diamond, CEO at Atlas Merchant Capital, joins for a discussion on markets and talks about the outlook for US equities and the US economy. Torsten Slok, Chief Economist at Apollo, talks about the potential for a credit crunch and US slowdown. Seth Carpenter, Chief Global Economist at Morgan Stanley and David Kelly, Chief Global Strategist at JPMorgan Asset Management, react to CPI.
Bloomberg
07-06-2025
- Business
- Bloomberg
Monroe's Koenig on Navigating Risk Amid Growth: Credit Crunch
"I'm an entrepreneur, I'm a capitalist. I love growth, I love to back entrepreneurs.", is how Ted Koenig, founder, chairman and CEO of Monroe Capital, sees the firm's expansion to over $20 billion in assets under management from it's founding in 2004. Ted joins Bloomberg Intelligence's Noel Hebert and Sam Geier to discuss the firm's founding, attracting capital, identifying partners for growth, and the current market landscape. We talk diversification and CLOs, how big is too big, attracting capital and giving back to the community. That and much more on this episode of Credit Crunch. The Credit Crunch podcast is part of BI's FICC Focus series. Listen on Apple Podcasts and Spotify.
Bloomberg
14-05-2025
- Business
- Bloomberg
Trade War Easing, Wide Spreads Aid Credit Outlook: Credit Crunch
Credit recovered from the tariff rout with trade war easing with many deals across US, China and UK while the new government takes shape in Germany and rate cuts priced for central banks, especially the ECB and BOE adding momentum. The big question is whether this strength will continue? In this episode of our Credit Crunch podcast, Mahesh Bhimalingam, Global Head of Credit Strategy at Bloomberg Intelligence, and Amir Fergani, Head of Credit LDI at Generali Asset Management, discuss tariffs, fiscal policies German and French politics and their effect on inflation, growth and central bank policy, the dollar weakness and its impact on global credit and the challenges of taking a directional view after big rates moves. Credit Crunch is part of BI's FICC Focus series. Listen to this episode on Apple Podcasts and Spotify. apple: Spotify:
