As others head for the exit from the commercial real estate (CRE) sector, Benefit Street Partners President Richard Byrne views this as the perfect time to fill the funding void that could arise. Byrne joins hosts Noel Hebert and Sam Geier of Bloomberg Intelligence on Credit Crunch to discuss the budding opportunity in CRE as a result of higher interest rate ... Show More
Sep 14
Credit Crunch: Manulife’s Purdie on AI, ESG and Relative Value
“We want to encourage risk-taking, but we want to encourage the right type of risk-taking, which is informed risk-taking,” says Colin Purdie, global CIO of public markets for Manulife Investment Management. In this episode of Credit Crunch, Purdie joins Bloomberg Intelligence’s N ... Show More
1h 1m
Sep 10
Macro Matters: Insight Investment’s Murphy on Fixed Income
The angst, consternation and hand-wringing over debt levels may be a contrarian indicator that rate markets are oversold, says Brendan Murphy, North American head of fixed income at Insight Investment Management. Murphy joins Bloomberg Intelligence chief US interest rate strategi ... Show More
20m 1s
May 2024
Extra Credit: Can Private Credit Weather the Storm?
In this episode of Extra Credit, Danilo Rippa, Head of Multi-Strategy Credit at Man Group is joined by Kevin Marchetti, co-Head of Direct Lending and Chief Credit Officer, and Zeshan Ashfaque, Senior Credit Officer at Man Varagon. Private credit has grown significantly over the p ... Show More
19m 50s
Apr 2024
A New Perspective for Credit 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
18m 29s
Jan 2024
876: Huge Opportunity for New Multifamily Investors As Prices Set to Drop w/Brian Burke and Matt Faircloth
Multifamily real estate has crashed, but we’re not at the bottom yet. With more debt coming due, expenses rising, incomes falling, and owners feeling desperate, there’s only so much longer that these high multifamily prices can last. Over the past year, expert multifamily investo ... Show More
40m 5s
Oct 2024
The biggest opportunities in US credit markets
This could be a good time to buy lower-rated debt, says Lotfi Karoui, chief credit strategist in Goldman Sachs Research. He discusses the Fed path, the economic backdrop, and credit supply dynamics with Chris Hussey.
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8m 33s
<p>As regional banks contend with sector volatility, commercial real estate could face challenges in securing new loans and refinancing debt when it matures.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan ... Show More
