JPMorgan Likes Real Estate More Than Private Credit
The Credit Edge by Bloomberg Intelligence
Navigating Credit Risk in Tight Markets
This chapter examines the complexities of credit risk and duration amid tight market spreads, emphasizing the importance of meticulous credit selection. It discusses the current landscape, the shift towards opportunistic selections in lower-rated credits, and the role of private markets in liquidity during rising rates. The speakers also explore economic conditions impacting corporate confidence and the evolution of mergers and acquisitions against a backdrop of interest rate challenges.
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