The US-based alternatives credit firm says the US securitised leveraged loan market is fundamentally healthy, but some investors are still shunning the segment.
Tag : downgrade
The firm’s global CIO for fixed income says the firm won’t be a foreseller of US Treasuries and its portfolio rebalancing is miniscule. But BoA Merrill warns of a potential tipping point.
S&P’s move to lower the US’s long-term credit rating is seen simply as a reflection of reality. While further market volatility is forecast this week, some see opportunity in dislocation.
Bond fund managers in the US debate which sectors of the market will be affected if the country suffers a credit downgrade – and which could prosper.
Large-cap US stocks offer the best value, despite the US being put on negative outlook by rating agency Standard & Poor's for the first time, says the CEO of Perkins Investment Management.
