Credit Crunch: Investor Survey 2Q – Iran, Rates, Dollar vs. Euro
Credit and high yield posted 1Q losses due to the impact of the Iran war, especially on rates markets. Will 2Q reverse those losses, and why? Mahesh Bhimalingam, Bloomberg Intelligence...
By Inigo Imaz Blanco · Bloomberg
Credit and high yield posted 1Q losses due to the impact of the Iran war, especially on rates markets. Will 2Q reverse those losses, and why? Mahesh Bhimalingam, Bloomberg Intelligence global head of credit strategy, discusses the results of the BI’s 2Q26 Investor Survey and the market outlook with Manuel Schoeffler, head of high yield at Deka Investment GmbH. They discuss valuations and central bank actions, along with distress and default rates. This podcast also covers survey results on inves