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The Credit Edge by Bloomberg Intelligence
Bourbon and Bonds: The Credit Edge 2025 Outlook
Dec 17, 2024
Joining the discussion are Oleg Melentyev, head of high-yield credit strategy at Bank of America, and Matt Mish, head of credit strategy at UBS. They delve into credit spreads nearing record lows and the implications of rising debt issuance. Key topics include the impact of tariffs on credit markets and navigating risks amidst economic uncertainties. They also explore the evolving loan landscape and the critical role of liability management in preventing defaults. Bourbon culture uniquely ties into investment strategies, adding flavor to the financial discourse.
53:45
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- Record tight credit spreads are anticipated despite rising debt issuance, influenced by favorable liquidity and strong corporate credit quality.
- Advanced trading technologies are enhancing market liquidity for investment-grade bonds, significantly increasing the volume of portfolio trading from 2% to 15%.
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