Big Tech Debt Flood Is Taking Over Risk In Market: Credit Weekly


“Whenever you have an industry gaining in share as a proportion of your universe, you have more concentration, and concentration is usually a negative,” said Mariya Entina, a portfolio manager at DoubleLine, who sees DTS as a key measure of risk when constructing a portfolio. “The next few years they’re set to issue more than they even issued this year, so I really don’t see that turning around for us anytime soon.”



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