Investing, stocks, commodities, crypto and everything in between. This biweekly podcast with a focus on exchange-traded funds will guide you through the financial markets in Asia and beyond. Sponsored by HKEX.

Investing, stocks, commodities, crypto and everything in between. This biweekly podcast with a focus on exchange-traded funds will guide you through the financial markets in Asia and beyond. Sponsored by HKEX.

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.

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.

The Credit Edge by Bloomberg Intelligence

Tiger Money (Sponsored Content)

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Blackstone Inc. expects private credit to balloon to $30 trillion in size, fueled by the energy transition, housing and data center lending. “We’re really expanding the opportunity set from quite a narrow part of the market to really a mainstream part,” said Rob Horn, global head of infrastructure and asset-based credit at Blackstone. “Not only can we get hard-asset collateral — which differs from what they get in the public market — but we also get a premium return,” Horn tells Bloomberg News’ James Crombie and Bloomberg Intelligence senior credit analyst Tolu Alamutu in the latest Credit Edge podcast. Horn and Alamutu also discuss the outlook for residential real estate. “It’s still going to be a decent year, despite the fact that we have this troubling geopolitical risk backdrop,” says Alamutu. 

Blackstone Inc. expects private credit to balloon to $30 trillion in size, fueled by the energy transition, housing and data center lending. “We’re really expanding the opportunity set from quite a narrow part of the market to really a mainstream part,” said Rob Horn, global head of infrastructure and asset-based credit at Blackstone. “Not only can we get hard-asset collateral — which differs from what they get in the public market — but we also get a premium return,” Horn tells Bloomberg News’ James Crombie and Bloomberg Intelligence senior credit analyst Tolu Alamutu in the latest Credit Edge podcast. Horn and Alamutu also discuss the outlook for residential real estate. “It’s still going to be a decent year, despite the fact that we have this troubling geopolitical risk backdrop,” says Alamutu.

Blackstone Eyes $30 Trillion Private Credit Bonanza

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The $1.7 trillion private credit market faces several challenges after years of rapid growth, according Ana Arsov, global head of private credit at Moody’s Ratings. “It’s going to be very important to get more transparency from the banks about is there some kind of synthetic leverage, additional leverage, coming to this market,” Arsov tells Bloomberg News’ James Crombie and Bloomberg Intelligence senior credit analyst David Havens in the latest Credit Edge podcast. Arsov and Havens also debate the impact of exchange-traded funds and broader implications of private debt stress. “It just doesn’t seem like the risk-transmission mechanism is nearly as potent in the way that private credit is structured today, as it has been in maybe some other areas that have caused systemic problems in the past,” says Havens.

The $1.7 trillion private credit market faces several challenges after years of rapid growth, according Ana Arsov, global head of private credit at Moody’s Ratings. “It’s going to be very important to get more transparency from the banks about is there some kind of synthetic leverage, additional leverage, coming to this market,” Arsov tells Bloomberg News’ James Crombie and Bloomberg Intelligence senior credit analyst David Havens in the latest Credit Edge podcast. Arsov and Havens also debate the impact of exchange-traded funds and broader implications of private debt stress. “It just doesn’t seem like the risk-transmission mechanism is nearly as potent in the way that private credit is structured today, as it has been in maybe some other areas that have caused systemic problems in the past,” says Havens.

Moody’s Sees Private Debt Leverage, Transparency Risks

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Victory for Kamala Harris in the US election would boost the bonds of basic industries, capital goods companies and utilities, according to Matt Mish, head of credit strategy at UBS. “A lot of that we think is tied to the preservation of the inflation reduction act and support of many of the Biden-era stimulus policies,” Mish tells Bloomberg News’ James Crombie and Bloomberg Intelligence senior credit analyst Julie Hung in the latest Credit Edge podcast. Conversely, a win for Democrats would be a drag on debt in the telecoms, tech, banks and auto sectors. Victory for Donald Trump would be positive for energy, autos and aerospace defense, Mish adds. Also in this episode, Mish and Hung debate the outlook for US consumers and stress in private credit markets. 

Victory for Kamala Harris in the US election would boost the bonds of basic industries, capital goods companies and utilities, according to Matt Mish, head of credit strategy at UBS. “A lot of that we think is tied to the preservation of the inflation reduction act and support of many of the Biden-era stimulus policies,” Mish tells Bloomberg News’ James Crombie and Bloomberg Intelligence senior credit analyst Julie Hung in the latest Credit Edge podcast. Conversely, a win for Democrats would be a drag on debt in the telecoms, tech, banks and auto sectors. Victory for Donald Trump would be positive for energy, autos and aerospace defense, Mish adds. Also in this episode, Mish and Hung debate the outlook for US consumers and stress in private credit markets.

UBS’s Mish Picks Credit Winners, Losers in US Election

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Tiger Money (Sponsored Content)

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