With spreads tightening and strong investor appetite supporting credit issuance, how might the markets be impacted? In our latest Credit Risk Monitor, Global Head of Fixed Income Jim Cielinski shares his thoughts on credit markets and how at this point in the cycle, we may see greater return dispersion within sectors. Listen to Jim share his topline thoughts below and see the latest report here: https://bit.ly/3wwjrKf #JHI #JanusHenderson #BrighterFutureTogether #JHInsights #JHInstitutional #FixedIncome #Credit #CreditRiskMonitor #MarketingCommunication #UK For professionals only. Capital at risk.
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Private Banking & Investment Advisor to (U)HNW Individuals | Board Member | Member of Investment Committee | Angel Investor | Connecting Female & Diverse Founders to Capital
The risk-on-tightening dynamic in credit spreads stalled at the end of Q1. Now, we're seeing spreads widen, accompanied by an upward trend in yields on riskier corporate bonds. Could this be a signal for potential weakness in equity markets heading into Q3? #credit #creditrisk #credityields #corporatebonds #equitymarkets #financialmarkets
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The private credit market is undergoing significant transformation as it seeks to integrate more deeply into public markets. These developments are drawing increased scrutiny from regulators and raising questions about transparency and liquidity. While the potential for democratizing access to private credit is significant, ensuring robust regulatory frameworks and market discipline will be key to navigating the challenges ahead. Stout collaborates with clients across all alternative asset classes, including private credit, to navigate the complexities of the portfolio valuation process while effectively managing regulatory and other risks. Learn more here: https://hubs.ly/Q02YZRfM0
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As credit risk transfer securitizations expand into new jurisdictions and underlying asset types, we highlight typical transaction features and key considerations in our rating analysis, including how synthetic transactions may differ from traditional cash securitizations. Read more: https://okt.to/746hEz
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Podcaster and Insurance Asset Management Expert | Proud Girl Dad | Home of the World's Smartest Money 👩🎓👨🎓 | Register and start learning today | CFA/CAIA CE Credits | Dial 988 for Mental Health Crisis ;🎗️💚
Manulife Investment Management highlights how regulatory capital requirements are pushing banks to build stronger balance sheets while still keeping the wheels of the economy turning. Want to see how these shifts are impacting the industry? Check out the article below.
Manulife Investment Management points out that regulatory capital requirements are reshaping how banks operate, ensuring stronger balance sheets while still driving economic activity. Want to explore how these changes are affecting the industry? Read the full article here: https://lnkd.in/giysatjR #InsuranceAUM #RegulatoryCapital
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Managing Director & Chief Analytical Officer global Structured Finance - S&P Global Ratings
As credit risk transfer securitizations expand into new jurisdictions and underlying asset types, we highlight typical transaction features and key considerations in our rating analysis
As credit risk transfer securitizations expand into new jurisdictions and underlying asset types, we highlight typical transaction features and key considerations in our rating analysis, including how synthetic transactions may differ from traditional cash securitizations. Read more: https://okt.to/746hEz
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Managing Director, Risk Research and Quantitative Solutions at SAS Institute Inc. since June 24, 2022
Among the riskiest rated public firms in the world, there were 17 increases & 3 decreases in KRIS® 1-year default probabilities today. KRIS info https://lnkd.in/e4a2YKP #credit #creditrisk @SASSoftware
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Corporate private credit is a rapidly growing asset class that now rivals other major credit markets in size. This has the potential to create significant economic benefits by providing long-term financing to firms too large or risky for banks and too small for public markets. But because private credit deals are subject to less regulatory scrutiny than commercial bank loans or public debt markets, there are a range of vulnerabilities that could escalate into systemic risks if the asset class remains opaque and continues to grow. Policymakers can address these vulnerabilities by: - Closing data gaps to comprehensively assess risks. - Closely monitoring and addressing liquidity and conduct risks in funds. - Strengthening regulatory cooperation. Read Chapter 2 of our latest Global Financial Stability Report to learn more: https://lnkd.in/e257u4JM
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Corporate credit is undergoing a major evolution. New research from the Oliver Wyman Forum provides a framework for understanding it. Nonbanks are taking on a larger role in providing credit, while also becoming more intertwined with traditional banks. This presents both risks and opportunities for businesses, investors, and the system as a whole. Discover the new report, Rewiring the Financing Machine > https://owy.mn/3BCNX7c #OWForum #FutureOfMoney #FinancialServices #PrivateCapital #HedgeFunds
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Corporate credit is undergoing a major evolution. New research from the Oliver Wyman Forum provides a framework for understanding it. Nonbanks are taking on a larger role in providing credit, while also becoming more intertwined with traditional banks. This presents both risks and opportunities for businesses, investors, and the system as a whole. Discover the new report, Rewiring the Financing Machine > https://owy.mn/3BCNX7c #OWForum #FutureOfMoney #FinancialServices #PrivateCapital #HedgeFunds
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Corporate credit is undergoing a major evolution. New research from the Oliver Wyman Forum provides a framework for understanding it. Nonbanks are taking on a larger role in providing credit, while also becoming more intertwined with traditional banks. This presents both risks and opportunities for businesses, investors, and the system as a whole. Discover the new report, Rewiring the Financing Machine > https://owy.mn/3BCNX7c #OWForum #FutureOfMoney #FinancialServices #PrivateCapital #HedgeFunds
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