August 27, 2021

3 Things in Credit: August 27, 2021

Listen Later

10 minutes

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.

...more

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Van Hesser's 3 Things in Credit - A KBRA Podcast

By KBRA

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1717 ratings

August 27, 2021

3 Things in Credit: August 27, 2021

Listen Later

10 minutes

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.

...more

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