Rick Miller, founder and chief investment officer of TCW's Private Credit Group, discusses the private credit market dynamics heading into 2025, covering potential tariffs and default prospects on the TCW Investment Perspectives Podcast. William T. Lloyd joins the discussion to provide insights into this evolving market landscape. Richard T. Miller and Will Lloyd | TCW https://lnkd.in/gW-tvvT9 #PrivateDebt #PrivateCredit
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As European policymakers prepare to diverge from the Federal Reserve by cutting interest rates, Corporate Credit Trader Michael Carrion and Senior Credit Analyst Russel Higgins discuss how this widening gap between U.S. and European monetary policy is impacting credit markets on both sides of the Atlantic with effects on real estate valuations, corporate leverage, and energy transition. Learn more on this episode of The TCW Group’s #FocusOnFixedIncome podcast:
"Focus on Fixed Income" on the TCW Investment Perspectives Podcast
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In the newest episode of Fitch’s Fixed Interests podcast, Justin Patrie, Senior Director and Head of Fitch Wire, is joined by fellow Credit Policy Senior Director Lan Wang to discuss the outlook for China’s economy, covering policy support, fiscal rebalancing, the property sector and more. Listen and subscribe to Fitch Ratings’ Fixed Interests podcast for the latest in credit market developments across the fixed-income world. https://ow.ly/uZ3m50QZOPU #china #propertymarkets #policy
Fixed Interests Podcast - Outlook for Chinese Credit - What to Expect in 2024
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In this week’s podcast, Neil Williams, Head of LeifBridge Investment Services and Ernst Knacke, Head of Investment Research at Shard Capital discuss their recent monthly macroeconomic outlook, as well as their insights in emerging markets, including the ‘golden’ opportunities that lie in India. In this podcast, the duo cover: 🧠A deep dive into market perspectives. 📊A Market analyses using Shard Capital’s macroeconomical factor quadrant. 📈 Inflation trends and economic insights. 🌍The global landscape. 🌱Emerging markets: India and China 🥇Investment themes: The ‘golden’ opportunity. Listen in on the conversation below 👇🏼 #MarketAnalysis #India #Gold
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leifbridge.com
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In OKCW's Episode #143, 2024 Mid-Year Update: Economy & Markets - Brett, Ryan, and Kaitlin share an update on the economy, inflation, interest rates, financial markets, and discuss the importance of planning and preparation from a portfolio perspective. Enjoy!
#143 | 2024 Mid-Year Update: Economy & Markets
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On today's new episode, Economist Mark Terpstra, Host of the ThinkEcon YouTube channel, examines money supply, its classifications and explains how changes connect to broader economic phenomena. Learn how money supply affects every facet of our daily lives, shaping the dynamics of economies worldwide. Listen to the full episode, only on LumiQ! https://lnkd.in/gz3TyDYY
Exploring Money Supply
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While researching the topic of Money Supply, I came across a basic video on YouTube explaining what it is. One thing led to another, I emailed the channel, connected with Mark, and found out we have mutual friends from university, from there we got to record this episode while Mark was going through some major family changes! All in all, thank you Mark Terpstra for your time and knowledge! I hope you all learn a thing or two from the episode.
On today's new episode, Economist Mark Terpstra, Host of the ThinkEcon YouTube channel, examines money supply, its classifications and explains how changes connect to broader economic phenomena. Learn how money supply affects every facet of our daily lives, shaping the dynamics of economies worldwide. Listen to the full episode, only on LumiQ! https://lnkd.in/gz3TyDYY
Exploring Money Supply
lumiq.app.link
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In the latest podcast 🎙 - Neil Williams, Head of LeifBridge Investment Services and Ernst Knacke, Head of Investment Research dive into the issue of top-heavy markets, specifically focusing on the concentration risks and biases within global equity markets. In the previous year, not having a stake in any of the Magnificent Seven stocks meant potentially missing out on substantial gains. However, as Ernst astutely observes, many investors were inadvertently exposed to these stocks, whether directly or indirectly. This underscores a pressing concern... Given the outsized influence of a handful of stocks on index performance, what are the ramifications if one of these mega-cap stocks experiences a significant decline in value? Ernst and Neil delve into the inherent risks of market concentration present across various indices worldwide, drawing comparisons and exploring strategies to capitalize on opportunities while mitigating risk. Listen in on the conversation below 👇🏼 #ConcentrationRisk #GlobalEquityMarkets #Podcast
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leifbridge.com
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🎙️ Income-producing investor insights: From rate cuts, yield curves, and bonds In today's episode of InFocus, Mike Gassewitz, CEO of TriCert Financial Group, is joined by Nicholas Leach, CFA®, TriCert Investment Counsel Portfolio Manager, to provide an update on the income-producing portion of our portfolio. They discuss recent interest rate cuts by the U.S. Federal Reserve and the Bank of Canada, market reactions, and the implications for bond yields and corporate credit spreads. The conversation also covers the impact of upcoming U.S. elections on the bond market, the normalization of the yield curve, and the performance of preferred shares. Play this episode: https://lnkd.in/gFMaHpYe #podcast #investmentmanagement
Income-producing investor insights: From rate cuts, yield curves, and bonds
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Earlier today, Charles Hall over at broker Peel Hunt warned that the UK stock market (or at least the FTSE Smallcap index) is in danger of disappearing altogether if the current pace of de-equitisation continues. Now this isn't just an issue in the UK. There's plenty of handwringing around the world about the state of domestic stock markets, with Canada and Ireland just recent examples of other nations who are trying to think of ways to reinvigorate their home markets and encourage more listings. However, given that we live in a highly competitive, open world where investors can put their money virtually anywhere they like with just a click of a button, it really does seem like the height of stupidity to continue taxing said investors highly for the privilege of buying UK stocks. Stamp duty in the UK is 0.5%. In France, hardly the home of light taxation and freewheeling libertarianism, it's 0.3%. And in the US, which is by far the key rival for capital in a globalised investment market, there is no stamp duty. In the short term, it means giving up about £4 billion a year in tax - not nothing, but not a dealbreaker either. (Stamp duty on property - also a good candidate for scrappage - raises about four times as much). Particularly when in the long term, according to research from consultancy Oxera Consulting LLP (commissioned by the Centre for Policy Studies think tank), the resulting economic benefits and their impact on the tax take should outweigh or - if you're very pessimistic - at least largely offset this "cost" to the exchequer. Scrapping stamp duty on stocks looks an easy win for any government (this one, or the next) that genuinely wants to convince both voters and investors that Britain is "open for business". More in today's #MoneyDistilled ... https://lnkd.in/ephTvacC
Save the UK Market — Scrap Stamp Duty
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