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Are credit investors nervous about recession risk?

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Manage episode 471972906 series 2399288
Content provided by Goldman Sachs. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Goldman Sachs or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

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541 episodes

Artwork
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Manage episode 471972906 series 2399288
Content provided by Goldman Sachs. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Goldman Sachs or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

  continue reading

541 episodes

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