Global portfolio managers are seeking debt investment alternatives in China and Europe amid mounting volatility in America, according to CreditSights. “The US seems to be sneezing an awful lot lately and the rest of the world is saying, ‘Well how do we mask up and try to defend ourselves against this?” said Winnie Cisar, the firm’s global head of strategy. “If US exceptionalism is not on the table, then we’re going to have to go other places to look for opportunity,” Cisar tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Matthew Geudtner in the latest Credit Edge podcast. Cisar and Geudtner also discuss the impact on US borrowers of trade wars, the growing risk of stagflation and opportunities in the industrial sector, including Boeing bonds.

<p>Global portfolio managers are seeking debt investment alternatives in China and Europe amid mounting volatility in America, according to CreditSights. &ldquo;The US seems to be sneezing an awful lot lately and the rest of the world is saying, &lsquo;Well how do we mask up and try to defend ourselves against this?&rdquo; said Winnie Cisar, the firm&rsquo;s global head of strategy. &ldquo;If US exceptionalism is not on the table, then we&rsquo;re going to have to go other places to look for opportunity,&rdquo; Cisar tells Bloomberg News&rsquo; James Crombie and Bloomberg Intelligence&rsquo;s Matthew Geudtner in the latest Credit Edge podcast. Cisar and Geudtner also discuss the impact on US borrowers of trade wars, the growing risk of stagflation and opportunities in the industrial sector, including Boeing bonds.</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>

The Credit Edge by Bloomberg Intelligence

Credit Buyers Mask Up as US Sneezes, Says CreditSights 

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