EPISODE · Aug 27, 2021 · 10 MIN
3 Things in Credit: August 27, 2021
from Van Hesser's 3 Things in Credit - A KBRA Podcast · host KBRA
In this week's episode, KBRA Chief Strategist Van Hesser discusses: CLOs are now a $1 trillion market (and growing). A report out of the New York Fed points to a healthy maturation of its investor base. We’ll elaborate. Afghanistan. Markets have looked past this story until now. We feel a gravitational pull toward safer assets. Capex, expected to rise materially in 2021, has come in a bit soft lately, and not all firms and sectors are participating. Pay attention to those that do.
What this episode covers
In this week's episode, KBRA Chief Strategist Van Hesser discusses: CLOs are now a $1 trillion market (and growing). A report out of the New York Fed points to a healthy maturation of its investor base. We’ll elaborate. Afghanistan. Markets have looked past this story until now. We feel a gravitational pull toward safer assets. Capex, expected to rise materially in 2021, has come in a bit soft lately, and not all firms and sectors are participating. Pay attention to those that do.
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3 Things in Credit: August 27, 2021
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