Leveraged Loan Returns Rise Even as Credit Quality Worsens
The solid economy and expected rate drops are powering the risky asset class higher, Ned Davis reports.
The solid economy and expected rate drops are powering the risky asset class higher, Ned Davis reports.
Yields are high, and well-fixed institutions back them, but what happens in a recession?
Investment firms are being told to accelerate their integration of environmental and social risk into capital requirements.
A host of macro problems leave PE fund investors with just small gains.
Ratings drops affect Comerica and KeyCorp, following Moody’s negative actions on lenders two weeks ago.
Post-SVB, most thought all was well with the banking system, but the rating agency sees worrisome weaknesses.
A slight dip in inflation and new Washington safeguards for lenders seem to have reassured investors, for now.
Growth stocks rebound, banks are vulnerable, consumer staples rule—all those shibboleths are so last year, the firm’s CIO, John Linehan, says.
Banks’ so-so results don’t inspire confidence, as the stock market continues its losing ways.
The digital ledger, touted as safe from tampering, isn’t really that secure, per DARPA.
S&P says it is increasingly using environmental data in its credit rating analyses.
Institutional investors like Arizona’s pension plan have done pretty well with this newly popular asset class.