ION Analytics

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Kanal • 8 programmer

Investering

Investering

Månedlig
Økonomi

Økonomi

Hver uke
Investering

Investering

Hver uke
Investering

Investering

Månedlig
Investering

Investering

Annenhver måned
Næringslivsnyheter

Næringslivsnyheter

Månedlig
Økonomi

Økonomi

Hver uke

15. MAI

Oaktree’s deputy CIO of strategic credit says we’re in the early innings of private credit dislocation

“We’ve been very opportunistic about deployment in cycles or dislocations, which I think we’re in the very early innings of,” says Milwood Hobbs, Jr., deputy chief investment officer of Oaktree’s strategic credit platform, on the latest episode of Credit Exchange with Lisa Lee. There were about USD 200bn of private credit loans inked in 2021 and 2022, when tech-related business valuations had reached all-time highs. Since then, interest rates went from zero to 5%, valuations came down, and free cash disappeared. And AI has made it more difficult to price the risk and support the businesses. These loans mature in 2027 and 2028, and that’s where Hobbs suggests “you should focus on potential dislocation.” New private credit deals should be more sensible. The recent spate of withdrawals from BDCs means that marginal buyers are gone, which means higher spreads and more conservative capital structures. “I think that is good for the investor and good for the market,” Hobbs says.

15. mai

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30 min
12.12.2025

We are in a ‘stretched K-shape’ economy – Conning North America CIO Cindy Beaulieu

The degree of inflation the past few years has stretched the ‘K’ that defines the K-shaped economy, says Cindy Beaulieu, chief investment officer at Conning Noth America, in the latest ‘Credit Exchange with Lisa Lee’ podcast. Asset valuations and home prices have further added to the pressure. The labour market is central to consumers in both the top and bottom of the K. The upper cohort are participating in the economy in a strong way. The bottom cohort are also participating – but even a modest amount of inflation is painful for them, because the base level of prices now is so much higher than it was just a few years ago. “I would put right in the centre of those two lines of the K, the labour markets,” says Beaulieu, who sets fixed income and equity strategy for Conning North America, which serves the insurance industry and has nearly $200bn in assets under management. “It’s kind of like a rubber band. As long as it doesn’t snap, it holds the K together.” In terms of investing, Beaulieu thinks corporate fundamentals are good. While valuations are stretched, all-in yields are accretive, particularly to fixed-income portfolios. She likes the structured areas and private placements.

12.12.2025

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32 min
28. APR.

Harrison Street’s Hochanadel discusses how AI surge is cementing data center demand

Crossroads: The Infrastructure Podcast

28. apr.

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31 min
14.11.2025

The tide of easy money pushes everything upwards – Satori Insights founder Matt King

The end of the US government shutdown has paved the way for a “renewed melt up,” says Matt King, founder of Satori Insights, on the latest episode of Credit Exchange with Lisa Lee. Not just risk assets like equities and credit, but things like gold and Swiss francs, as people worry about how this ends – even as the tide of easy money pushes everything upwards, says King, formerly Citi’s global markets strategist and one of the most widely-followed commentators on financial markets. Since early 2024, the linkage between central bank liquidity and credit spreads and equities has weakened somewhat. It’s not disappeared entirely, but in equities especially, different factors have had an impact. Exuberance and excitement around AI are part of the story, King says, but there’s also ongoing support from fiscal policy and huge fiscal deficits, as well as the massive growth in repo to around a trillion dollars a year, which is becoming increasingly important. “It’s about how much money we’re creating and where that money is then going,” King argues. “I think that’s the main mistake investors have made. If you’ve tried to invest on the basis of your economic view, for over a decade, you’ve struggled, because the drivers here are markets first, and then the economy bringing up the rear.”

14.11.2025

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32 min
22.03.2023

Brazil’s promising green hydrogen market

Brazil is one of the countries with the largest potential to produce green hydrogen in the world, having projected USD 100bn in investments for the sector. Ricardo Gedra, Analysis and Information Manager at Brazil’s Chamber of Electric Energy Commercialization (#CCEE), discusses the potential of #Brazil's #greenhydrogen market and #ESG certifications with Infralogic's Gabriela Valente #infrastructure

22.03.2023

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16 min
14.03.2023

An interview with Vision Ridge founder

Reuben Munger, the founder of Vision Ridge Partners, joins host Andrew Vitelli to discuss trends in clean energy investing. #renewableenergy #VisionRidge #Crossroads

14.03.2023

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25 min
10.05.2019

DJ Gribbin discusses federal, state P3 prospects

Crossroads: The Infrastructure Podcast

10.05.2019

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24 min
15.02.2023

CohnReznick Capital MD discusses the renewables market

Between continuing trade and supply chain challenges and the promise of the Inflation Reduction Act, all eyes are on the renewables sector in 2023. Michael Tatarsky, a managing director at renewables-focused investment bank CohnReznick Capital, joins host Andrew Vitelli to discuss what to expect across the sector. #renewables

15.02.2023

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24 min
07.06.2019

2019 forecast, Maryland, Illinois and Colombia

Crossroads: The Infrastructure Podcast

07.06.2019

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21 min
22.04.2019

Airports, Pipelines and Mexican PPP update

Crossroads: The Infrastructure Podcast

22.04.2019

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15 min

This channel contains a series of podcasts produced by ION Analytics. Here you will find editors and journalists from Mergermarket, Debtwire, and Infralogic discussing the topics and trends shaping the capital markets.

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