Episode
Credit Crunch: Investor Survey 3Q - Rates, IG vs. HY, US vs. EU
- Podcast
- FICC Focus
- Published
- Jul 7, 2026
- Duration seconds
- 2245
- Processing state
not_requested- Canonical source
- https://traffic.megaphone.fm/BLM2358409731.mp3
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Summary
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 return drivers, supply forecasts and relative value across asset classes (high grade vs. junk), geography (Europe vs. US), ratings and sectors.The Credit Crunch podcast is part of BI’s FICC Focus series. Listen on Apple Podcasts and Spotify.