• Sculptor Sees Opportunity in Busted Capital Structures

  • 2024/09/05
  • 再生時間: 55 分
  • ポッドキャスト

Sculptor Sees Opportunity in Busted Capital Structures

  • サマリー

  • Funding companies with unsustainable debt loads has been “the best opportunity in the corporate credit market over the last year or two,” Jimmy Levin, Sculptor Capital Management’s chief investment officer, says in Bloomberg Intelligence’s Credit Edge podcast. Separately, Sculptor expects substantial growth in asset-based finance, where Levin sees double-digit returns, he tells Bloomberg News’ James Crombie and Irene Garcia Perez, and BI credit analyst Stephane Kovatchev. Also in this episode, Levin and Kovatchev discuss the outlook for rates, the resilience of US consumers and positioning in the debt of cyclical industrial companies.

    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

Funding companies with unsustainable debt loads has been “the best opportunity in the corporate credit market over the last year or two,” Jimmy Levin, Sculptor Capital Management’s chief investment officer, says in Bloomberg Intelligence’s Credit Edge podcast. Separately, Sculptor expects substantial growth in asset-based finance, where Levin sees double-digit returns, he tells Bloomberg News’ James Crombie and Irene Garcia Perez, and BI credit analyst Stephane Kovatchev. Also in this episode, Levin and Kovatchev discuss the outlook for rates, the resilience of US consumers and positioning in the debt of cyclical industrial companies.

See omnystudio.com/listener for privacy information.

Sculptor Sees Opportunity in Busted Capital Structures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。