David Sherman

David Sherman, CIO at CrossingBridge Advisors, dives into credit opportunities outside the U.S. and the appeal of debtor-in-possession financing heading into 2026. Bill Adams, Chief Economist at Comerica Bank, predicts solid economic growth and the Fed’s potential support through rate cuts, despite a soft Q4. Scott Sperling, CEO of THL Partners, discusses the uptick in M&A activity, extended hold periods in private equity, and sectors to watch like pharma services and AI. It's a forward-looking conversation on markets and economics!

In this discussion, David Sherman, founder and president of CrossingBridge Advisors, shares his expertise on high-yield corporate debt, emphasizing responsible credit strategies. He delves into short-duration investing and the complexities of bond pricing, highlighting the risk-reward dynamics of this often-overlooked asset class. David also explores the role of SPACs and the importance of thorough due diligence in assessing investment opportunities, while intertwining discussions on ESG factors and innovative investment platforms in the corporate debt landscape.

David Sherman, Founder and CIO of CrossingBridge Advisors and NYU Stern instructor, shares his expertise in high-yield debt. He discusses concerning high equity and real estate valuations amid tight bond spreads. Sherman predicts a steeper yield curve and notes potential dollar devaluation due to Fed policies and tariffs. He emphasizes careful investment strategies during such economic uncertainty and critiques traditional views on the yield curve as a recession predictor. He also touches on the rise of SPACs and their impact on modern investing.