• Goldman Sachs Likes the Real Estate Debt Others Fear

  • 2024/09/12
  • 再生時間： 50 分
  • ポッドキャスト

Goldman Sachs Likes the Real Estate Debt Others Fear

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • As commercial real estate continues to menace banks and investors, Goldman Sachs Asset Management is leaning into the debt. “What we’ve been able to do is find a lot of opportunities in commercial mortgage-backed securities,” Lindsay Rosner, head of multi-sector investing at the company, told Bloomberg News’ James Crombie and Bloomberg Intelligence credit analyst Jody Lurie in the latest Credit Edge podcast. “It’s a good portion of our portfolio, and we think it generates a decent amount of carry.” In this episode, Rosner and Lurie also debate the outlook for retail and leisure sector companies as lower-income US consumers come under pressure.

    See omnystudio.com/listener for privacy information.
    続きを読む 一部表示
activate_samplebutton_t1

あらすじ・解説

As commercial real estate continues to menace banks and investors, Goldman Sachs Asset Management is leaning into the debt. “What we’ve been able to do is find a lot of opportunities in commercial mortgage-backed securities,” Lindsay Rosner, head of multi-sector investing at the company, told Bloomberg News’ James Crombie and Bloomberg Intelligence credit analyst Jody Lurie in the latest Credit Edge podcast. “It’s a good portion of our portfolio, and we think it generates a decent amount of carry.” In this episode, Rosner and Lurie also debate the outlook for retail and leisure sector companies as lower-income US consumers come under pressure.

See omnystudio.com/listener for privacy information.
政治・政府 ビジネス・キャリア 個人ファイナンス 経済学
続きを読む 一部表示

Goldman Sachs Likes the Real Estate Debt Others Fearに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。