Credit Crunch: Investor Survey 3Q — Rates, IG vs. HY, US vs. EU
Credit and high yield recovered all losses due to the Iran war in 2Q. Will 3Q keep delivering gains, and why? Mahesh Bhimalingam, Bloomberg Intelligence global head of credit strategy,...
By Inigo Imaz Blanco · Bloomberg
Credit and high yield recovered all losses due to the Iran war in 2Q. Will 3Q keep delivering gains, and why? Mahesh Bhimalingam, Bloomberg Intelligence global head of credit strategy, discusses the results of the BI 3Q26 Investor Survey and the market outlook with David Fancourt, high yield fund manager at M&G Investments. They discuss valuations and central bank actions, along with distress and default rates. This podcast also covers survey results on investor positioning, sentiment, key r