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Margins widen as lenders weigh up AI disruption to portfolio companies
◆ What strikes on energy infrastructure in the Middle East mean for emerging market bonds ◆ Why issuing in dollars has become so dicey for supranationals and agencies ◆ Europe’s advantage in the private credit meltdown
A slow destruction of misallocated investment is more likely than a sudden stop
Investors confident software fears are overblown
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Uncertain markets are making companies hasten to finish borrowing for the year -
Rift between buyers and sellers on asset prices shows no signs of healing
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Euro private placement issuance has slowed but there have been some big deals
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Poll opens online, to run until November 17
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Loans bankers say they expect institutional investors to provide funding to oil and gas companies
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◆ Central banks and governments want to take banks’ money ◆Where has the greenium gone? ◆ Direct lending goes investment grade
