Private Debt Defaults Accelerate; China’s Bond Mess

Private Debt Defaults Accelerate; China’s Bon...

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Europe's Largest Asset Manager Warns of AI Debt Deluge Crowding Out

Further acceleration in AI debt issuance has the potential to steer demand away from government bonds, according to Amundi, Europe’s largest asset manager. “At some point it could have a crowding effect, but we are not there yet,” Gregoire Pesques, the firm’s chief investment off ...  Show more

Real Estate Is Next Bet for Debt Investors Avoiding Private Credit

Private credit disarray spells opportunity for housing giant Pretium, which targets high returns by lending to US homebuilders. “Our private credit looks a little bit different than other private credit in the sense that we are secured, we have real good downside protection,” Jon ...  Show more

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As U.S. Public Debt continues to break records, should investors be concerned by the amount debt has risen? Or are there other, more influential factors at play?


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Welcome to Thoughts on the Market. I'm Matthew Hornbach, M ...

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