Mortgage and corporate bond markets, commercial real estate and the sovereign debt markets next roil, senior investment manager told on Monday. ‘I think to have the next shoe to fall the the world’s largest shoe, is the continuing decline of the U.S. Dollar and ultimately breaking the U.S. Government market the other markets the other markets ‘set to another terrible path, said Steve Shenfeld, of MidOcean Credit Partners, which started in 2003 as a private equity arm of Deutsche Bank..
Rob Feingold, CEO of Babson Capital, said emerging markets may be be risky, when a manager has an expertise in the local market. – ‘Leverage is not coming back, it goes back,’he said. ‘We think the careless use of this leverage’for inexperienced managers could backfire. Continue reading