Investors are pricing in several interest rate cuts from the Federal Reserve this year as growth slows and risks of a recession rise, but Gao Bin says they may be getting ahead of themselves. The CEO of Kaifeng Investment Management says the cuts will likely come...
In this episode of our Credit Crunch podcast, Mahesh Bhimalingam, Global Head of Credit Strategy at Bloomberg Intelligence, and Pierre Krief, Head of Credit at CDC (Caisse des Depots et Consignations) discuss tariffs and debt brake effect on inflation, growth and...
The APAC private wealth management landscape is evolving with the rise of external asset managers, AI, and tailored client services. How will these changes shape the industry’s future?
While there is a new focus on deregulation and simplification for regulators globally, the regulatory landscape is likely to become even more complex as cross border divergence grows, timelines shift and implemented requirements are overhauled.
Private credit is getting squeezed by excess demand for limited deals, but AllianceBernstein says it will continue to pay more than publicly traded debt. “Even as base rates have come in, that premium remains fairly persistent,” said Matthew Bass, the firm’s head of...
