The Credit Edge by Bloomberg Intelligence Podcast Por Bloomberg arte de portada

The Credit Edge by Bloomberg Intelligence

The Credit Edge by Bloomberg Intelligence

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The Credit Edge reviews the top credit news of the week and looks at the week ahead, with in-depth research of the most important corporate sectors, trends and themes. Analysis of specific corporate bonds and credit default swaps is backed by Bloomberg Intelligence's robust data sets and indexes.

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Episodios
  • US Billionaires Are Only Just Getting Started on Their Global Sports Invasion
    Jul 24 2025

    US billionaires and sovereign wealth funds are going to get more active in global sports investing, according to Andalusian Credit Partners. “The US invasion into other markets is just getting started,” Aaron Kless, the US middle-market direct lending platform’s chief executive officer, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Arnold Kakuda in this episode of the Credit Edge podcast. “A lot of the largest sovereign wealth funds are interested in getting deeper into sports investing,” adds Kless, whose firm focuses on sports, media and entertainment. Kless and Kakuda also discuss the next big sports deal, the high cost of being a fan and how not to get trapped in the vanity play.

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    46 m
  • Private Credit Giant Ares Is Seeing More Defense Opportunities in Europe
    Jul 17 2025

    Ares Management, the $550 billion alternative investor, expects private lenders to get more involved in funding Europe’s rearmament. “We are starting to see more defense opportunities come across the desk,” Mike Dennis, the company’s co-head of European credit, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Jeroen Julius in this episode of the Credit Edge podcast. “We would tend to be cautious — we need to listen to what our LPs’ appetite for those types of businesses are,” says Dennis, referring to Ares’ limited partners and their environmental, social and governance concerns. Dennis and Julius also discuss middle-market loan pricing, private credit returns and where Ares might look to open up new offices in Europe.

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    43 m
  • JPMorgan’s Aronov Sees More Junk Firms Struggling to Repay Debts
    Jul 10 2025

    JPMorgan Asset Management is seeking hedges against credit market losses as risks rise and spreads tighten. “There’s value in shorts and credit protection,” Oksana Aronov, the firm’s head of market strategy for alternative fixed income, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Jody Lurie in the latest Credit Edge podcast. “It is very undervalued today because of the complacency in the market,” says Aronov, referring to the high-grade credit default swap index. Aronov and Lurie also discuss the increasing amount of bond and loan interest being repaid with additional debt, dwindling recovery rates, private debt convergence and high-grade opportunities.

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    48 m
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