The Credit Edge by Bloomberg Intelligence

Bloomberg

Credit Markets

Private Credit

Inflation

Commercial Real Estate

Interest Rates

Europe

Consumer Spending

ASEAN Banks

Real Estate

High Yield Bonds

Goldman Sachs

Collateralized Loan Obligations

Raising Cane's Junk Bonds

Healthcare Sector

Private Equity

Basel III

Banking Sector

Leisure Sector

Cruise Lines

Healthcare

The Credit Edge reviews the top credit news of the week and looks at the week ahead, with in-depth research of the most important corporate sectors, trends and themes. Analysis of specific corporate bonds and credit default swaps is backed by Bloomberg Intelligence's robust data sets and indexes.

103 ratings

Publishes	Weekly	Episodes	169	Founded	3 years ago
Number of Listeners		Categories	InvestingNewsBusiness NewsBusiness

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Guests Host Reviews Charts Talking Points

Latest Episodes

Davidson Kempner Sees a $770 Billion Stressed Debt Opportunity

US companies with $770 billion in loans are hitting a wall as interest rates stay elevated, according to Davidson Kempner. “We’re in year three of what’s already the longest default cycle in 20 years,” Suzy Gibbons, the hedge fund’s head of research,... more

16 Apr 2026 • 52 min

BDC Bond Bust Creates Opportunity for $622 Billion Asset Manager MFS

A retail exodus from business-development companies has dragged their debt to levels that are starting to look attractive, according to MFS Investment Management. “Pressure for redemptions that they’re facing likely ends up creating some opportunitie... more

9 Apr 2026 • 51 min

PGIM Sees 'Chilling Effect' on Private Credit From BDC Storm

Business development company turmoil is making direct lenders cautious on corporate debt risk, according to PGIM, which oversees more than $200 billion in private credit. “It’ll have a bit of a chilling effect,” Matt Harvey, the firm’s global head of... more

2 Apr 2026 • 47 min

European PE Giant Permira Looks to Buy Beaten Up Software Loans

The plunge in software debt creates opportunities to buy cheap loans from companies that will survive AI disruption, according to Permira Credit. “The market has overreacted,” Ian Jackson, the firm’s head of strategic opportunities, tells Bloomberg N... more

26 Mar 2026 • 49 min

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Recent Guests

Alex Mackey

Co-Chief Investment Officer of Fixed Income, MFS Investment Management

MFS Investment Management

Episode: BDC Bond Bust Creates Opportunity for $622 Billion Asset Manager MFS

Matt Harvey

Global head of middle market direct lending, PGIM Private Capital

PGIM Private Capital

Episode: PGIM Sees 'Chilling Effect' on Private Credit From BDC Storm

Ian Jackson

Head of Strategic Opportunities at Permira

Permira

Episode: European PE Giant Permira Looks to Buy Beaten Up Software Loans

Michael Gross

Co-founder of SLR Capital Partners

SLR Capital Partners

Episode: BDC Veteran Expects Private Credit Fund Stress as Banks Pull Back

Shalini Sriram

Head of Structured Credit at Third Point

Third Point

Episode: Third Point Is Looking to Buy as Others Sell Amid Rising Turbulence

Shannon Ward

Fixed income portfolio manager at Capital Group

Capital Group

Episode: Capital Group Spies High-Yield Software Opportunity in Debt Meltdown

Angelo Rufino

Head of Special Situations in North America and Corporate Special Situations in Europe at Bain Capital

Bain Capital

Episode: Bain Sees Software Debt Defaults Spiking

Scott Richardson

Director of Systematic Credit at Acadian Asset Management

Acadian Asset Management

Episode: Acadian Sees Quants Moving to Loans, CLOs

Oliver Chambers

Head of fixed income at Clark Capital, has over 25 years of experience in financial markets.

Clark Capital

Episode: The Big MBS Trade Has Legs Even After Government Buys, Says Clark

Host

James Crombie

Senior Editor at Bloomberg, with extensive experience in financial journalism and market analysis. Also has hosted other relevant financial programs for Bloomberg's audience.

Reviews

4.8 out of 5 stars from 103 ratings

Quality insights for Quality guest
The consistency of the insights provided by guests and Bloomberg team provide me with a balanced perspective of credit developments across globe. Keep doing a great job and thanks for being part of weekly routine!
The insights on private credit markets are uniquely insightful!
Apple Podcasts
5
Andybee109
Australia9 months ago
I am glad I don’t live here
Otherwise great 👍
Apple Podcasts
5
Qrrvjkgxhjlkvg
United States10 months ago
Bloomberg Nuggets
Phenomenal segment focusing on a very specific set of topics related to the credit market.
Apple Podcasts
5
THAAD07
United States2 years ago
Fantastic Insights on Fixed Income Markets
I signed up immediately. What a great combination of news and research hosted by independent thought leaders of Bloomberg.
Apple Podcasts
5
P&ssd off
United States3 years ago

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Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the consistent insights and high-quality analysis provided by the guests and hosts, which offers a balanced perspective on credit developments.

Many express gratitude for the depth of information shared on private credit markets and their complexities.

The combination of news and research is particularly well-received, contributing to an informed audience's understanding of the current financial climate.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts	#28	United States/News/Business News
Apple Podcasts	#16	United Kingdom/News/Business News
Apple Podcasts	#96	Canada/News/Business News
Apple Podcasts	#77	Australia/News/Business News
Apple Podcasts	#79	Italy/News/Business News
Apple Podcasts	#147	Germany/News/Business News

Talking Points

Recent interactions between the hosts and their guests.

BDC Bond Bust Creates Opportunity for $622 Billion Asset Manager MFS

Q: How is AI disruption influencing your risk assessment and portfolio construction in credit markets?

AI creates both opportunities and risks: it drives growth in certain sectors and financing needs, but also introduces disintermediation and speculative risk. We're leveraging a multidisciplinary research team to assess which issuers and structures can withstand AI-driven disruption, focusing on cash-flow resilience, security structures, and diversification to manage idiosyncratic risk while seeking selective opportunities in data centers and AI-enabled trends.

BDC Bond Bust Creates Opportunity for $622 Billion Asset Manager MFS

Q: To what extent are you positioning for either a US recession or a Fed rate hike, and how would those outcomes affect credit markets?

We're maintaining relatively constructive fixed-income positioning with an emphasis on higher-quality credits and selective risk-taking, recognizing that the market prices risk tightly but that macro risks like a recession or policy shifts could tighten spreads or change the value proposition of various segments; the strategy is to be flexible across duration and quality, and to deploy capital where risk-adjusted returns look favorable in a slower-growth scenario.

BDC Veteran Expects Private Credit Fund Stress as Banks Pull Back

Q: How do you view the software exposure risk to BDCs and private credit more broadly?

Software exposure is a clear concern given its large share of deals; however, the impact depends on how diversified a portfolio is and whether other segments, like asset-based lending, can compensate with strong collateral protections and excellent risk management.

BDC Veteran Expects Private Credit Fund Stress as Banks Pull Back

Q: What are the positives and negatives of not having a private equity affiliate backing you?

Positives include direct lender relationships and tighter control of collateral, reducing reliance on market-driven pricing; negatives involve lacking the backstop of a large private equity sponsor and potentially higher risk if collateral protection weakens, though disciplined structuring can mitigate this.

BDC Veteran Expects Private Credit Fund Stress as Banks Pull Back

Q: Do you think there was a mis-selling then?

Incentives and disclosures matter; financial advisers were often paid based on capital raised, which can misalign incentives and lead to less awareness among clients about the liquidity limits and true risk profile of non-listed BDCs.

Audience Metrics

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

Focusing on the latest developments in credit markets, the episodes cover a wide array of topics including private credit strategies, high-yield bonds, and the implications of artificial intelligence on lending dynamics. Insights shared by industry experts from leading financial institutions illuminate the complexities of credit investing and the shifting economic landscape, particularly regarding risks and opportunities in sectors like technology and finance. This podcast is notable for its blend of current news reporting and in-depth research, often featuring prominent analysts and decision-makers in the finance industry who provide a nuanced understanding of the markets.

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Which podcasts are similar to this podcast?

These podcasts share a similar audience with this podcast:

1. FICC Focus
2. The View From Apollo
3. The Insight by Oaktree Capital
4. Capital Allocators – Inside the Institutional Investment Industry
5. Odd Lots

How many episodes of this podcast are there?

this podcast launched 3 years ago and published 169 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Alex Mackey
2. Matt Harvey
3. Ian Jackson
4. Michael Gross
5. Shalini Sriram
6. Shannon Ward
7. Angelo Rufino
8. Scott Richardson

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