Exchanges at Goldman Sachs   /     Are credit investors nervous about recession risk?

Description

In recent weeks, the extra yield that investors demand for investing in corporate bonds has risen substantially. Is this a sign that credit investors are becoming concerned about the economic outlook? Where are the opportunities in global credit markets now? Lotfi Karoui, Chief Credit Strategist and Head of Credit, Mortgages and Structured Products Research, discusses with Allison Nathan. This episode was recorded on March 14, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

Subtitle
Duration
919
Publishing date
2025-03-18 04:00
Contributors
  Goldman Sachs
author  
Enclosures
https://chrt.fm/track/F81DEC/traffic.megaphone.fm/GLD2968182187.mp3?updated=1742248970
audio/mpeg

Shownotes

In recent weeks, the extra yield that investors demand for investing in corporate bonds has risen substantially. Is this a sign that credit investors are becoming concerned about the economic outlook? Where are the opportunities in global credit markets now? Lotfi Karoui, Chief Credit Strategist and Head of Credit, Mortgages and Structured Products Research, discusses with Allison Nathan.

This episode was recorded on March 14, 2025.

Learn more about your ad choices. Visit megaphone.fm/adchoices