They said it
“Our analysis suggests that USD corporate credit spreads have not priced in a material risk of across-the-board tariffs, with the exception of modest moves in a small number of high yield sectors”
Taken from BlackRock’s latest Global Credit Weekly
First look

SC Lowy’s private credit shift
Described as a “proactive pivot to private credit”, Hong Kong-based manager SC Lowy has announced its intention to launch a new interval fund.