Private vs. Public Credit Competition In...

AI’s enormous capital requirements are reshaping the way companies tap credit markets. Our Chief Fixed Income Strategist Vishy Tirupattur takes stock of this summer’s key financing developments. Read more insights from Morgan Stanley.----- Transcript -----Vishy Tirupattur: Welcom ... Show More

AI is becoming a matter of national strategy, as countries seek more control over their own technology. Our Heads of U.S. Public Policy Ariana Salvatore and Global Thematic Research Stephen Byrd look at the race for AI sovereignty and its implications for investors.Read more insi ... Show More

From chocolate and sugar prices to energy markets and inflation, El Niño’s impacts may soon reach far beyond the weather forecast. Our Latin America Agribusiness Analyst Julia Rizzo maps out where the pressure could emerge first.Read more insights from Morgan Stanley.----- Transc ... Show More

<p>The rapid growth of the private credit market has fundamentally altered the corporate lending landscape in recent years, blurring the lines between clients and competitors. What comes next in the evolution of private credit, and how does J.P. Morgan participate in the market t ... Show More

How will rising uncertainty about the global economy and markets affect the outlook for private credit? Goldman Sachs’ James Reynolds, global co-head of private credit in Goldman Sachs Asset Management, and Lotfi Karoui, chief credit strategist and head of credit, mortgages and s ... Show More

<p>Private debt as an asset class has seen unprecedented growth over the past decade, but macro headwinds are creating challenges for direct lenders, and rising interest rates – while potentially beneficial to returns – are likely to further increase financial pressure on borrowe ... Show More

In a battle of Investment Grade vs. High Yield, we discuss credit opportunities for institutional investors. 

Today’s credit markets offer investors an unprecedented range of risk and return opportunities, but also greater complexity that makes it challenging to allocate capital efficiently. In this special edition SIAG episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, t ... Show More

David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, have a discussion around the macro pressures affecting private markets – across real assets, private equity, private credit and hedge funds – and where institutional investors can ... Show More

<p class="p1">How are U.S. policy developments driving infrastructure investment activity in the public finance market? As financing strategies evolve, trends are emerging across tax exempt and taxable issuance. Leland Price from the FICC Market Structure &amp; Liquidity Strategy ... Show More

In today's dynamic investment landscape, systematic investing in fixed income markets is gaining prominence by blending fundamental insights with rule-based strategies to optimize performance. This episode of All the Credit® considers how these strategies use data-driven approach ... Show More

Send us Fan Mail Credit Strategy: how does it work, who are the players, and what are the career opportunities? Today we are discussing the structure of the Credit Strategy desk at an Investment Bank with Dominique Toublan, head of US Credit Strategy at Barclays Capital. We discu ... Show More

Principal Asset Management’s Rod Vogel, a private equity investor, and Chris Duey, a debt specialist, share different perspectives on the current real estate market and identify sectors where they find common ground. Debt and equity investors often see the market differently.Rod ... Show More