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04.02.26 - 17:24
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Are barnstorming Barclays shares still a slam-dunk buy? (Fool)
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Barclays shares have had a blockbuster run but Harvey Jones now questions just how long the FTSE 100 bank can continue its blistering form.
The post Are barnstorming Barclays shares still a slam-dunk buy? appeared first on The Motley Fool UK....
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03.02.26 - 19:33
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′SaaSpocalypse′ Strikes As Private Credit-Software Stock Vicious Cycle Accelerates (ZeroHedge)
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'SaaSpocalypse' Strikes As Private Credit-Software Stock Vicious Cycle Accelerates
Yesterday, in a must read report for everyone, we highlighted the shocking reality of the circular firing squad evolving between private credit providers (BDCs) and software companies as the latter suffers from artificial intelligence's domination and the former's pain grows from the massive exposure it faces to those very same software entities.
“Software is the largest sector exposure for BDCs, at around 20% of portfolios, making the industry particularly sensitive to the recent decline in software equity and credit valuations,” Barclays analysts including Peter Troisi wrote in a note available to pro subs.
The total exposure was about $100 billion in the third quarter of last year, the analysts said, citing PitchBook data.
Read the full report here...
Today the vicious cycle is accelerating as the details of the report hit the mainstream with Bloomberg reporting that sentiment has gone from beari...
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30.01.26 - 01:30
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Tech Stocks Fall as Microsoft Slump Weighs on Nasdaq | The Close 1/29/2026 (Bloomberg)
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are CBOE Global Markets's Mandy Xu, Blackrock's Jon Diorio, Wells Fargo's Timna Tanner, Ro's Zach Reitano, PIMCO's Jerome Schneider, Barclays' Venu Krishna, Wedbush Securities' Matt Bryson, M12's Cheryl Cheng, Lightshed Partners' Walter Piecyk, Siri's Dag Kittlaus, Russell Reynolds Associates' Ty Wiggins. (Source: Bloomberg)...
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29.01.26 - 18:48
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Barclays Appoints Chetan Vohra as Global Head of Securitized Products (Business Wire)
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LONDON & NEW YORK--(BUSINESS WIRE)--Barclays today announced the appointment of Chetan Vohra as Global Head of Securitized Products. Based in New York, Mr. Vohra will report to Adeel Khan, Head of Global Markets, and will join the firm's Global Markets Management Team.
In his new role, Mr. Vohra will lead the next phase of growth across Barclays' Securitized Products platform, strengthening cross‑asset connectivity and driving deeper engagement across origination, financing and trading.
Securitized Products continues to be a core strategic priority for Global Markets and a key driver of revenue growth. Over recent years, Barclays has invested significantly to enhance its capabilities across Agency and Non‑Agency trading, while building on longstanding strength in financing and origination.
Mr. Vohra brings deep expertise and a strong track record in Securitized Products. Most recently he served as a Senior Managing Director and Portfolio Manager on the buyside. Prior to this, he spent 19 years at Ci...
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