Barings Sees Global Credit Investor Pivot to Europe (Podcast)Demand for European corporate debt is rising as global investors seek to diversify out of US markets, according to Barings, the $442 billion asset manager. “US exceptionalism is a little bit more questioned, investors are increasingly concerned about US economic policy,” Mike Best, a high-yield and senior loan portfolio manager at the firm, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Stephen Flynn in the latest Credit Edge podcast. “That will probably in the near term, create a very strong technical demand for European assets,” says Best, who’s taking more calls from investors seeking exposure to non-US markets. Best and Flynn also discuss risks and constraints in European credit, retail distress, communication sector winners and loser, plus how to trade liability-management exercises.

<p>Barings Sees Global Credit Investor Pivot to Europe (Podcast)Demand for European corporate debt is rising as global investors seek to diversify out of US markets, according to Barings, the $442 billion asset manager. &ldquo;US exceptionalism is a little bit more questioned, investors are increasingly concerned about US economic policy,&rdquo; Mike Best, a high-yield and senior loan portfolio manager at the firm, tells Bloomberg News&rsquo; James Crombie and Bloomberg Intelligence&rsquo;s Stephen Flynn in the latest Credit Edge podcast. &ldquo;That will probably in the near term, create a very strong technical demand for European assets,&rdquo; says Best, who&rsquo;s taking more calls from investors seeking exposure to non-US markets. Best and Flynn also discuss risks and constraints in European credit, retail distress, communication sector winners and loser, plus how to trade liability-management exercises.</p>

The Credit Edge reviews the top credit news of the week and looks at the week ahead, with in-depth research of the most important corporate sectors, trends and themes. Analysis of specific corporate bonds and credit default swaps is backed by Bloomberg Intelligence's robust data sets and indexes.

<p>The Credit Edge reviews the top credit news of the week and looks at the week ahead, with in-depth research of the most important corporate sectors, trends and themes. Analysis of specific corporate bonds and credit default swaps is backed by Bloomberg Intelligence's robust data sets and indexes.</p>

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Barings Is Seeing More Credit Investor Interest in Europe Amid US Policy Mayhem

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2ad297f9-6133-4d58-a463-b30801191228/transcript

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