Cohen: The Credit Party Is Just Getting Started | Bloomberg TV

DoubleLine’s Robert Cohen, Director of Global Developed Credit, joins Bloomberg’s The Close with Romaine Bostick and Katie Greifeld to break down an evolving landscape of corporate credit amid an AI investment boom, shifting M&A trends, and changing dynamics between public and private credit. Mr. Cohen discusses why borrower quality matters more than ever, how markets are efficiently pricing risk across the credit spectrum, and why he believes 2026 could bring a resurgence in credit creation and deal activity. He also explains why credit returns could compete closely with equities next year and outlines the structural differences that could leave private credit lagging public markets.