High-Yield 'A Tale of Two Markets': Pimco's Karoui

Lotfi Karoui, multi-asset credit strategist at Pimco, and Jeff Sherman, deputy CIO of DoubleLine Capital, join Scarlet Fu on ...
Yahoo Finance

AI Capex Cycle Is Pushing Real Yields Higher, Says PIMCO’s Lotfi Karoui — Consensus Sees Another $500B Of Credit Supply

Karoui called the AI capex cycle "completely unprecedented," saying it is helping push real yields higher. Consensus points to roughly $500 billion of additional AI-related credit supply over the next ...

Rising Yields Creates Value: JPMorgan's Berro

Brij Khurana, senior managing director and fixed income portfolio manager at Wellington, and Kelsey Berro, fixed income portfolio manager at JPMorgan Asset Management, join Scarlet Fu on "Bloomberg ...

The Credit Market Lens: The Other Side Of Higher Yields

Higher starting yields offer income and potential downside mitigation, while exposing borrowers with weak balance sheets and ...