The Credit Edge by Bloomberg Intelligence

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Invesco’s Private Credit CIO Eyes ‘Equity-Like’ Returns in Loans

Credit-market volatility has widened spreads and made lower-quality private loans look more attractive to investors, according to Invesco. “The opportunity set has broadened quite significantly over the last several quarters,” Scott Baskind, the firm’s global private credit chief ... Show more

. 49min 8sec

AI Blitz and US Borrowing Binge Are Disrupting Debt Benchmarks

A borrowing boom among technology companies and governments is upending debt indexes, raising questions about their relevance to investors. “We’re actually starting to think about whether managing versus a benchmark makes a whole heap of sense,” Ross Pamphilon, Impax Asset Manage ... Show more

. 44min 26sec

Mom-and-Pop Buyers Pounce on Battered Hyperscaler Bonds, Says Seelaus

Mom-and-pop investors are buying hyperscaler debt after a selloff that has hit bonds with long maturities particularly hard, according to R. Seelaus & Co. “You’re just seeing absolute yields in long Meta paper, or a household name, that retail is starting to find really attractiv ... Show more

. 50min 21sec

TCW Chops Credit Risk to Lowest in 30 Years as CCCs ‘Cry Uncle’

TCW’s $160 billion fixed-income group has slashed credit risk to the lowest in three decades amid valuation and contagion concerns. “Look back over the last 30 years — you would not find a period where we had less exposure to both investment-grade and high-yield bonds as we do to ... Show more

. 52min 39sec