Real estate and private equity are a better investment than direct lending, according to JPMorgan Asset Management. Those two have repriced on higher rates, while private credit hasn’t, Gabriela Santos, the firm’s chief market strategist for the Americas tells Bloomberg News’ James Crombie and Bloomberg Intelligence senior credit analyst Robert Schiffman, in the latest Credit Edge podcast. “It’s been interesting to see signs that actually commercial real estate seems to be bottoming and turning around,” said Santos. Santos and Schiffman also discuss the likelihood of bond spreads staying tight, CCC bond risk, the market impact of trade wars and the technology sector debt outlook.

<p>Real estate and private equity are a better investment than direct lending, according to JPMorgan Asset Management. Those two have repriced on higher rates, while private credit hasn’t, Gabriela Santos, the firm’s chief market strategist for the Americas tells Bloomberg News’ James Crombie and Bloomberg Intelligence senior credit analyst Robert Schiffman, in the latest Credit Edge podcast. “It’s been interesting to see signs that actually commercial real estate seems to be bottoming and turning around,” said Santos. Santos and Schiffman also discuss the likelihood of bond spreads staying tight, CCC bond risk, the market impact of trade wars and the technology sector debt outlook.</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

JPMorgan Likes Real Estate More Than Private Credit

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a95d3e9d-fa22-480e-b0e5-b23d0108ab83/transcript

Advertisement