BDC Veteran Expects Private Credit Fund Stres...

Third Point is getting ready to scoop up credit assets that others have to sell to raise liquidity as cracks in the market spread. “This is probably one of the most exciting times to be a credit investor,” Shalini Sriram, the hedge fund’s head of structured credit, tells Bloomber ...  Afficher plus

Consumer discretionary companies are at risk of downgrades and default if the war in the Middle East drags on, according to Bloomberg Intelligence. “We’ll definitely see a bunch of companies that have been holding on finally shake out,” Jody Lurie, a BI credit analyst focused on ...  Afficher plus

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 ...  Afficher plus

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 ...  Afficher plus

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 ...  Afficher plus