Credit Correction: Is That Enough? - Credit Crunch

Credit markets have had a correction in the past month, across the board. It takes us to an interesting juncture where we ask if the correction has longer to go or is largely done, and which asset classes stand to benefit most in its aftermath. In this episode of our Credit Crunch podcast, host Mahesh Bhimalingam, Chief European Credit Strategist at Bloomberg Intelligence, and Boris Okuliar, Co-Head of Global Liquid Credit at Ares Management, discuss the situation in global credit and the challenges of directional view after this correction. They discuss rates, yields, credit spreads and supply in detail. There's a particular focus on leveraged loans, high yield bonds, the impact of the CLO market and private lending.