Software loans Loading... : Investor Sentiment and Bull/Bear Views
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09:44
Sep 15
Sep 15
Wary of software loans maturity wall
O'Shea is watching the maturity wall in corporate credit over the next couple of years. He is less worried about high yield bonds and more worried about the loan side, including broadly syndicated loans and direct lending. About 25% of the broadly syndicated loan market matures over the next couple of years, and he is especially wary of software loans coming to market; yields compensate for expected defaults, but that is the area of concern.
MED
About Software loans Investor Commentary
Across the available history and selected sources, Buzzberg tracks Software loans across 1 sources: 0 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 0% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: Tom O'Shea.