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Jeremiah Lane (KKR) – unpacking opportunities in global liquid credit
- Feb 20 2024
- Durata: 48 min
- Podcast
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Jeremiah Lane (KKR) – unpacking opportunities in global liquid credit
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Riassunto
Sintesi dell'editore
The environment for global liquid or traded credit has changed dramatically over the past 10-15 years. Sub-investment grade debt has increased its quality – leverage is significantly lower than historical levels, and the volume of BB quality credits (one rank below IG) in the sub-IG universe is very high. Roughly 50% in the US and 60% in Europe. While some argue that spreads are not wide enough, in this episode we unpack the often-overlooked opportunities available across a range of different security types; where and how KKR can access favourable terms and why investors should be considering this asset class as part of their more aggressive fixed-income portfolios, or as a substitute to some of their equity allocation.
Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.