Credit is one of many overvalued markets and the technology sector is particularly risky, according to Richard Bernstein Advisors. “We’re kind of in an everything bubble at the moment,” Mike Contopoulos, the firm’s deputy chief investment officer, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Robert Schiffman in the latest Credit Edge podcast. “Tech is going to come back down to earth a little bit this year,” said Contopoulos. RBA, which invests across asset classes via exchange-traded funds, has no exposure to corporate credit. They also discuss value in collateralized loan obligations, mortgage-backed securities and Europe.

<p>Credit is one of many overvalued markets and the technology sector is particularly risky, according to Richard Bernstein Advisors. &ldquo;We&rsquo;re kind of in an everything bubble at the moment,&rdquo; Mike Contopoulos, the firm&rsquo;s deputy chief investment officer, tells Bloomberg News&rsquo; James Crombie and Bloomberg Intelligence&rsquo;s Robert Schiffman in the latest Credit Edge podcast. &ldquo;Tech is going to come back down to earth a little bit this year,&rdquo; said Contopoulos. RBA, which invests across asset classes via exchange-traded funds, has no exposure to corporate credit. They also discuss value in collateralized loan obligations, mortgage-backed securities and Europe.</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

Inside ‘the Everything Bubble’ With RBA

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/dcbc6352-2be2-4a26-9096-b3cc015948ac/transcript

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