Apollo Says Lean In to Private Debt; Pensions Boost

Apollo Says Lean In to Private Debt; Pensions...

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JPMorgan Is Wary of Another Big Leap in AI-Related Spending

JPMorgan Asset Management sees value in the debt of companies building out AI, but it’s keeping a close eye on how much more they plan to spend next year. “If we’re seeing capex increase at the same rate that we saw 2025 to 2026, I think that’s probably a little bit of a red flag ...  Afficher plus

 . 50min 21sec
HarbourVest Expects Private Credit Secondaries Volume to Double

Secondary trading of private credit is on track to more than double last year’s record volume, according to HarbourVest Partners. “Through the first quarter we’re run-rating above $50 billion this year,” Greg Ciesielski, the $150 billion global private markets firm’s head of cred ...  Afficher plus

 . 50min 43sec

Épisodes Recommandés

Return of the covenant light loan, BNP Paribas boss interviewed, Russian ramifications and more Co-op chaos
FT Banking Weekly

Patrick Jenkins is joined by Anne-Sylvaine Chassany, private equity correspondent, for a look at how debt investors are abandoning normal creditor protections and snapping up riskier "cov-lite" loans at a faster rate and in greater proportions than at the peak of the credit bubbl ...  Afficher plus

 . 1min 5sec
US Retail Sales Barely Increase in Sign of Consumer Strain
Bloomberg Businessweek

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Economics Editor Molly Smith and Bloomberg News Rates Reporter Michael Mackenzie break down news that US retail sales barely rose in May and prior months were revised lower, pointing to greater f ...  Afficher plus

 . 53min 29sec
Armen Panossian on Credit in a Time of Rising Rates
Masters in Business

Bloomberg Radio host Barry Ritholtz speaks with Armen Panossian, managing director and head of performing credit at Oaktree Capital Management LP, which has $179 billion in assets under management. He oversees the firm’s liquid and private credit strategies, and also serves as a ...  Afficher plus

 . 1h 6min restantes
Minutes Show Officials Rallying Around Higher-for-Longer Rates
Bloomberg Businessweek

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News International Economics & Policy Correspondent Michael McKee reports on Federal Reserve officials earlier this month coalescing around a desire to hold interest rates higher for longer and “many” ...  Afficher plus

 . 49min 44sec