Benefit Street’s Byrne on Multifamily CRE Appeal: Credit Crunch

Benefit Street’s Byrne on Multifamily CRE App...

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Macro Matters: Huw Worthington on ECB, Gilts and Rate Outlook

Bloomberg Intelligence Chief European Rates Strategist Huw Worthington joins Ira Jersey on this Macro Matters edition of the FICC Focus podcast to discuss the latest moves from the European Central Bank, the Bank of England and global rate markets. Worthington explains why the EC ...  Show more

Credit Crunch: BlackRock’s Rosenberg on Systematic, AI Impacts

“LLMs give us the opportunity to kind of rethink how much expected skill we can get out of our tools and techniques,” says Jeffrey Rosenberg, managing director and senior fixed income portfolio manager for BlackRock Systematic. “If deep fundamental value investing is dedicating 1 ...  Show more

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Collateralized loan obligations, particularly those backed by middle-market borrowers, are a growing opportunity for investors, according to Crescent Capital Group. “You have to work really hard to blow those structures up,” said John Fekete, the company’s head of tradeable credi ...  Show more

Are credit investors nervous about recession risk?
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Credit investors should be careful about participating in the artificial intelligence boom, according to DoubleLine Capital. “You have to be not only cautious about the tech sector, but the tangential related sectors that are providing support for these new projects,” Robert Cohe ...  Show more