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

3 Things in Credit: August 27, 2021


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In this week's episode, KBRA Chief Strategist Van Hesser discusses:

  1. 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.
  2. Afghanistan. Markets have looked past this story until now. We feel a gravitational pull toward safer assets.
  3. 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.

  4. ...more
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    Van Hesser's 3 Things in Credit - A KBRA PodcastBy KBRA

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