Investors Keeping Score on 'Bad PIK', Benefit Street Partners' Kumar Says

Investors Keeping Score on 'Bad PIK', Benefit...

‏التالي

Wellington Passes on Data Center Debt, Questioning Long-Term Value

Data-center debt returns are falling, risk is rising and there’s uncertainty over what the properties may be worth in the long run, Wellington Management says. “We think a lot about that replacement value when evaluating data centers,” Sonali Wilson, the $1.3 trillion manager’s l ...  عرض المزيد

Bull Run in Loans Slams CLO Equity Buyers, Says Eagle Point’s Majewski

Collateralized loan obligations face a second straight year of equity losses, according to Eagle Point Credit Management, a major buyer. “Where we stand right now, it’s certainly possible,” Tom Majewski, the $14 billion private-credit manager’s founder and managing partner, says ...  عرض المزيد

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Private credit’s ‘golden era’ shows signs of tarnish
The Story of Money

Private credit took Wall Street by storm. But at a software company called Pluralsight, recent loan troubles are now highlighting risks that could be hidden in the sector. The FT’s senior US corporate finance correspondent Eric Platt and Due Diligence reporter Amelia Pollard w ...

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Wall Street Weighs the Next Big Risk
Bloomberg Businessweek

Bloomberg News Wall Street Reporter Sonali Basak talks about her interviews with Boaz Weinstein, Ida Liu and David Rubenstein about the next big risk for investors. Carvana CEO Ernie Garcia discusses restructuring debt and selling stock in a comeback attempt for the used-car reta ...  عرض المزيد

PineBridge Sees Worsening Value in CCC, BBB Rated Bonds
The Tape

Steven Oh, Global Head of Credit and Fixed Income and Co-Head of Leveraged Finance for PineBridge Investments, discusses his outlook for the second half of 2018 and early 2019. Brian Wieser, Senior Research Analyst for Pivotal Research Group, discusses his outlook for Viacom and ...  عرض المزيد

Intertwined markets and upcoming earnings
Wall Street Breakfast

Investors have had trouble getting started in 2025, but there's good data on the horizon (0:30). Economic concerns around Trump's tariff talk (2:30). The Fed's 'no landing', bond market movement (4:20). Bitcoin worries might carry over into tech (see Palantir) (6:40). CES and pos ...  عرض المزيد