Bond Barrage Leaves Buyers Wanting More; India Risk

Bond Barrage Leaves Buyers Wanting More; Indi...

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Capital Group Spies High-Yield Software Opportunity in Debt Meltdown

Fear of software defaults amid AI disruption creates opportunity for high-yield debt buyers, according to Capital Group, which has $3.2 trillion under management. “Markets are adopting a bit of a shoot first ask questions later strategy when it comes to software,” said Shannon Wa ...  Show more

Bain Sees Software Debt Defaults Spiking

Software default rates could hit double digits as AI disruption spreads and loans come due, according to Bain Capital. “We’re going to see real stress,” said Angelo Rufino, the firm’s head of special situations in North America and corporate special situations in Europe. “We will ...  Show more

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Just Keep Buying
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Investing in stock and bond markets during a boring, decade-long bull market is easy enough. It’s a little more difficult when everything is trending downward, inflation is at record highs and even Cardi B is tweeting about recession jitters. And yet, strong flows into e ...

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