If the AI bubble goes pop, private credit will be hit hard. That’s bad news for the pension funds whose money private credit ...

About the author: Mike Kelly is the chief investment officer of Future Standard, an alternative asset manager. I get asked about private credit worries all the time. Isn’t there too much money chasing ...

Last year, the federal funds target rate was 2.25%, and Jerome Powell was intent on raising it to 3% while continuing to shrink the size of the central bank's balance sheet. The massive disruption in ...

Bonds and equities are more correlated than ever and on top of that there isn’t any yield in the bond market these days due to the trillions in QE. Investors are now searching for an uncorrelated ...

Apollo Global Management President Jim Zelter said Thursday that private credit is “not a bubble” and that trying economic conditions would cause “massive losses” in the sector, which has experienced ...

Mark Spitznagel flagged a huge credit bubble, slammed the Fed, and endorsed Warren Buffett's advice. The Universa Investments boss warned stocks and debt levels are too high and will end in disaster.

BlackRock, T.Rowe Price and Wilson Asset Management have all warned that as AI builders turn away from free cash flow and ...

The origins of a housing credit bubble; Monday-morning quarterbacks are finding plenty to blame for the creation of a housing credit bubble that has dramatically brust. While there's a growing laundry ...

BANGKOK (Reuters) - Thailand's booming banks are warily watching for signs of a credit bubble, even as they rake up record profits on robust loan growth on the back of a strong economy. Bangkok Bank , ...

Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. For global investors and, indeed commentators, China remains a fascinating subject and one that carries a ...

LONDON (Reuters) - A bubble could be building up in the credit markets, fueled by investor demand for an asset class with low prices and attractive yields, the head of hedge fund Polar Capital said.

In a recent interview by VRIC Media, seasoned financial analysts Alasdair Macleod and Michael Oliver issued stark warnings about the fragility of current financial markets, suggesting that the rising ...