Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and glean insights from active managers and those who cover the industry. Listen to Inside Active by Bloomberg Intelligence. 

Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and glean insights from active managers and those who cover the industry. Listen to <a href="https://link.podtrac.com/942ne5vd" data-destination="https://link.podtrac.com/942ne5vd">Inside Active by Bloomberg Intelligence</a>.

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

Listen Now: Inside Active by Bloomberg Intelligence

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/17db0e9c-ab27-426e-9b7a-b214013b2123/transcript

Homeowners cashing out after a surge in real estate prices presents a major opportunity for debt investors, according to TPG Angelo Gordon. “We’re seeing the evolution of home equity products,” said TJ Durkin, the firm’s head of structured credit and specialty finance. “There could be $150 to $200 billion of origination per year, with a $2 trillion really addressable market there,” Durkin tells Bloomberg News’ James Crombie and Carmen Arroyo, and Bloomberg Intelligence senior credit analyst David Havens in the latest Credit Edge podcast. Durkin and Havens also discuss private debt, asset-based finance, commercial real estate, M&A and residential solar energy.

Homeowners cashing out after a surge in real estate prices presents a major opportunity for debt investors, according to TPG Angelo Gordon. “We’re seeing the evolution of home equity products,” said TJ Durkin, the firm’s head of structured credit and specialty finance. “There could be $150 to $200 billion of origination per year, with a $2 trillion really addressable market there,” Durkin tells Bloomberg News’ James Crombie and Carmen Arroyo, and Bloomberg Intelligence senior credit analyst David Havens in the latest Credit Edge podcast. Durkin and Havens also discuss private debt, asset-based finance, commercial real estate, M&amp;A and residential solar energy.

TPG Angelo Gordon Predicts Home Equity Borrowing Boom

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1d80adea-ff35-47ad-a483-b2350124c019/transcript

Private credit to risky borrowers that need a lifeline is poised to boom as rates stay high, according to Oaktree Capital Management. “You’re going to see a lot of what they call rescue financing,” said David Rosenberg, head of liquid performing credit at Oaktree. “That’s going to be one of the greatest opportunities we’ve seen in a decade.” Loans to troubled companies will focus on sectors that have seen most leveraged buyout activity, like technology and health care, Rosenberg tells Bloomberg News’ James Crombie and Bloomberg Intelligence senior credit analyst Jean-Yves Coupin in the latest Credit Edge podcast. Rosenberg and Coupin also discuss liability management, creditor-on-creditor violence, private debt stress, the M&A outlook, European investment opportunities and geopolitical risks.

Private credit to risky borrowers that need a lifeline is poised to boom as rates stay high, according to Oaktree Capital Management. “You’re going to see a lot of what they call rescue financing,” said David Rosenberg, head of liquid performing credit at Oaktree. “That’s going to be one of the greatest opportunities we’ve seen in a decade.” Loans to troubled companies will focus on sectors that have seen most leveraged buyout activity, like technology and health care, Rosenberg tells Bloomberg News’ James Crombie and Bloomberg Intelligence senior credit analyst Jean-Yves Coupin in the latest Credit Edge podcast. Rosenberg and Coupin also discuss liability management, creditor-on-creditor violence, private debt stress, the M&amp;A outlook, European investment opportunities and geopolitical risks.

Oaktree Sees Companies in Trouble as Rates Stay High

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/edf2d1b9-5fa0-439e-96df-b22f011f65c1/transcript

Sustainable finance can keep growing despite potential headwinds from the next US administration, according to Nikko Asset Management. “If the political side is not asking for disclosure on strategies and updates on ESG, we as portfolio managers have to ask,” said Holger Mertens, Nikko’s head of global credit, referring to environmental, social and governance standards. “It’s our job to make sure we’re buying assets at the right price,” Mertens tells Bloomberg News’ James Crombie and Bloomberg Intelligence senior credit analyst Tolu Alamutu in the latest Credit Edge podcast. Mertens and Alamutu also discuss ESG debt returns, energy transition, issuance forecasts and real estate risks such as stranded assets.

Sustainable finance can keep growing despite potential headwinds from the next US administration, according to Nikko Asset Management. “If the political side is not asking for disclosure on strategies and updates on ESG, we as portfolio managers have to ask,” said Holger Mertens, Nikko’s head of global credit, referring to environmental, social and governance standards. “It’s our job to make sure we’re buying assets at the right price,” Mertens tells Bloomberg News’ James Crombie and Bloomberg Intelligence senior credit analyst Tolu Alamutu in the latest Credit Edge podcast. Mertens and Alamutu also discuss ESG debt returns, energy transition, issuance forecasts and real estate risks such as stranded assets.

Green Bonds Will Withstand Political Shock, Nikko Says

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f80ffc99-4577-4f76-8306-b228015ae8f2/transcript

Listen Now: Inside Active by Bloomberg Intelligence

The Credit Edge by Bloomberg Intelligence

In 1 playlist(s)

The Credit Edge by Bloomberg Intelligence

Social links

Follow podcast

Recent clips