Loan Defaults Outpace Bonds; Country Garden W...

High global government yields are a growing threat to corporate debt markets, according to London-based hedge fund Andromeda Capital Management. “You either have to let long-term yields go up — and with that you can cause a credit crunch, especially with all the AI borrowing that ...  Show more

Columbia Threadneedle is looking to outperform by buying into the flood of debt from companies building artificial intelligence infrastructure. “It’s really the best place to try to find some volatility and some alpha opportunities here, as long as you can remain nimble,” Tom Mur ...  Show more

Another CRE securitized structure is reportedly causing losses for its top tier, this one in another country and from a different corner of the real estate market. This matches recent reports that big banks are quietly beginning to sell their seniors in the space. Moreover, US ...

Higher interest rates are making it more expensive for companies to borrow money. So what could that mean for the health of corporate America? Saba Capital Management’s Boaz Weinstein, founder and CIO, and Goldman Sachs’ Lotfi Karoui, chief credit strategist, discuss the outlook ...  Show more

Bloomberg News Higher-Education Finance Reporter Janet Lorin explains that graduate students are taking on an outsized share of federal loans, and for the first time are set to outpace how much undergraduates are borrowing. Christina Shim, Global Head of Product and Strategy at I ...  Show more

The list of financially-troubled companies is growing, Moody’s says; Severe U.S. storms dent profits at insurer Travelers; Morgan Stanley struggles with drop in investment banking business; Netflix to end its DVD rental business To learn more about listener data and our privacy p ...  Show more