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Credit Offers Haven Amid Iran War & Tech Woes
12 Mar
Summary
- Credit acted as a safe haven against rates and equities since the Iran war began.
- Credit markets faced a software loan wobble and private credit contagion.
- The podcast discusses credit performance across markets during volatility.
Since the commencement of the Iran war, credit markets have demonstrated resilience, serving as a safe haven relative to both interest rates and equities. This stability follows a period where credit experienced a software loan wobble and private credit contagion.
In a recent "Credit Crunch" podcast, discussions centered on the prognosis for the Iran war and how various credit classes performed during the technology supply wave and software sector downturn. Analysts also compared credit performance to rates and equities since the conflict began.
The conversation extended to supply conditions and relative value opportunities across high-grade, high-yield, and loan markets. Experts provided insights into the path forward for credit amidst ongoing market volatility.
