Valuation Angst Is Being Stoked by Fed’s Big Cut: Credit Weekly

  • Investors are hunting for higher yields in riskier assets
  • Floating rate debt in focus in case it deteriorates: BlackRock

nvestors have been setting aside the potential negatives and diving deeper into the riskiest corners of credit in the hunt for higher yields.

Photographer: Michael Nagle/Bloomberg
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Investors are pouring moneyBloomberg Terminal into corporate bonds, risk premiums are grinding tighter, and the Federal Reserve’s interest rate cut is reigniting hopes the US will dodge a recession.

Some money managers say the market is too complacent about causes for concern now.