Private Credit Heavyweight HPS Sees ‘Huge Opp...

Blue-chip companies, including hyperscalers, may be jeopardizing their credit ratings by piling on debt, according to Principal Asset Management. “We have seen some downgrades, and I would expect that that would continue as borrowing ramps up,” Mike Goosay, the $600 billion manag ...  Show more

Loose underwriting standards are increasingly troubling for private credit market participants, according to Bloomberg Intelligence. “This concern has been growing for a period of time,” David Havens, BI’s senior analyst for private credit, tells Bloomberg News’ James Crombie in ...  Show more

SPACs - special-purpose acquisition companies - are the latest rage in finance. They are firms designed to help another go public by going around the traditional IPO process to raise funding, and The Wall Street Journal estimates that so far this year, five new SPACs are forme ...

After a turbulent couple of months with significant spread widening and subsequent tightening, corporate bonds may remain under threat through year-end. In this episode of Inside Active, Bloomberg Intelligence’s mutual fund and active management analyst David Cohne and corporate ...  Show more

Financial stocks could see better earnings growth this quarter than analysts’ consensus, according to Bloomberg Intelligence’s macro model. In this episode of the Inside Active podcast, host David Cohne, BI mutual fund and active management analyst, along with co-host Gina Martin ...  Show more

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani explains the issues with Nvidia's expensive valuation. Bloomberg News Economics Editor Molly Smith and Bloomberg Intelligence Chief US Interest ...  Show more