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A slow, global rebalancing away from the US dollar and Treasuries – Amundi’s Grégoire Pesques
2 days ago
PODCAST: There is a major need for diversification away from the US dollar, says Grégoire Pesques, CIO, global fixed income at Europe’s largest asset manager Amundi, in the latest Credit Exchange podcast with Lisa Lee. In the meantime, the lack of obvious safe havens has seen gold a big winner -
The health of the consumer is a canary in the coal mine – Arena’s Dan Zwirn
18 days ago
The CEO, CIO and co-founder of Arena Investors discusses stress in consumer spending, and prospective responses from policymakers, on the latest episode of Credit Exchange with Lisa Lee -
Volatility could cause credit markets to break this year – TCW’s Bryan Whalen
4 months ago
PODCAST: Investors aren’t being paid enough of a premium for the risks in US corporate credit, TCW’s chief investment officer of fixed income told Creditflux’s Lisa Lee on the latest ‘Credit Exchange’ podcast -
Credit markets have become more stable and behave differently – KKR’s Eddie O’Neill
4 months ago
PODCAST: The co-head of global liquid credit at KKR sees opportunities and reasons for optimism after the recent market upheaval, especially in Europe and Asia in the latest "Credit Exchange with Lisa Lee" podcast -
More volatility, more uncertainty and more tailwind for private credit – KKR’s Dan Pietrzak
6 months ago
PODCAST: The new Trump administration in the US has introduced new uncertainty with its preparedness to employ wide-reaching tariffs, and M&A volumes remain depressed, but KKR’s private credit team is busier than it has been in the past few years. -
Expect wider credit spreads, compelling opportunities in CLOs – Bain Capital’s John Wright
6 months ago
PODCAST: Latest guest on the Credit Exchange podcast is "pretty excited" about CLO debt and expects spreads to widen
6 results found Showing page 1 of 1
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