![](https://si-interactive.s3.amazonaws.com/prod/ai-cio-com/wp-content/uploads/2024/07/25083421/CIO-072524-Expect-More-Borrowing-Once-the-Next-Recession-Hits-Says-Strategist-1577803259-web-200x140.jpg)
Expect More Borrowing Once the Next Recession Hits, Says Strategist
U.S. consumers usually reduce taking out loans in a slump, so one likely winner in the coming downturn, per BCA’s Papic, is homebuilders’ stocks.
U.S. consumers usually reduce taking out loans in a slump, so one likely winner in the coming downturn, per BCA’s Papic, is homebuilders’ stocks.
This relatively new alternative asset class had a 2.7% rate for loan non-payments in the second quarter, a Proskauer study says.
The futures markets say September. Meanwhile, forget about Powell’s 2.0% target.
The loans yield around 10% yearly, a big enticement to investors, and borrower demand is high, according to Turning Rock Partners.
Nope. Same-sizing the portfolio members means steeper drops and less robust outperformances, says Sam Stovall.
Allocators should insist that companies adopt firm principles to thwart privacy problems, false information and other threats from ascendant artificial intelligence, study says.
Macro concerns like wars also loom large for them, a Morningstar survey finds.
Despite the exit of some major firms, asset managers representing $4.6 trillion say they remain committed to the initiative.
JPM chief points out that these loans have not yet faced a real economic downturn, which high-yield did.
Among a sampling of them, 21% had first quarter demotions, striking a possibly worrisome note for a key part of the economy.
NYC Comptroller seeks annual disclosure of each banks’ ratio of clean energy supply financing to fossil fuel energy supply financing.
U.S. Bank survey finds 58% of CFOs are optimistic about prospects three years in the future.
Northern Trust poll asks managers to rank their leading issues.