評論
打印
Credit investors see defaults rising, 84% chance of US recession
84%信貸經理認為美國今年將陷入衰退 企業違約率將上升
Washington: Credit portfolio managers are forecasting a rise in corporate defaults in the coming year while more than four-out-of-five participants see a chance of a US recession in 2023, according to a survey by the International Association of Credit Portfolio Managers.
根據國際信貸組合管理協會(IACPM)的一項調查，信貸投資組合經理們預測，未來一年美企違約率將上升，超八成的受訪者認為，美國有可能在2023年陷入衰退。
The poll found that 81 percent of fund managers see defaults picking up in the next 12 months, compared with 80 percent in the survey last December, as reduced bank liquidity and credit risk concerns land on top of macroeconomic issues. For North American corporates, 86 percent of respondents see defaults rising, while 91 percent see defaults rising in Europe.
調查發現，81%的基金經理認為未來12個月企業違約將加劇，而2022年12月的調查中這一比例為80%，原因是銀行流動性減少，以及對信貸風險擔憂成為宏觀經濟問題的首要因素。86%的受訪者認為北美企業違約率將上升，而有91%的受訪者認為歐洲企業違約率將上升。
“Our members have expected to see the impact of rising interest rates for some time and we’re beginning to see more credit stress and defaults in corporate borrowers now,” Som-lok Leung, IACPM’s executive director, wrote in a statement. “Unfortunately, this could take some time to work its way through the system.”
IACPM執行董事Som-lok Leung在一份聲明中寫道：“我們預計利率上升的影響將持續一段時間，現在我們開始看到企業借款人面臨更多信貸壓力和違約。不幸的是，這可能需要一段時間才能在系統中顯現?！?/p>
Survey respondents are also predicting a recession in the US, with 84 percent expecting one to occur sometime this year. That’s higher than the 61 percent of participants who see a recession this year in Europe and the UK.
受訪者還預計美國將出現衰退，84%的人預計今年某個時候美國經濟會發生衰退。這一比例高于61%的受訪者認為歐盟和英國經濟今年將出現衰退。
IACPM survey participants see certain industries like health care, medium-sized tech companies and defense manufacturers facing tough times in the current environment. Commercial real estate was also cited, given work-from-home trends lowering office occupancy rates and property owners having to refinance in a higher interest rate environment.
IACPM調查參與者認為，醫療保健、中型科技公司和國防制造商等某些行業在當前環境下面臨艱難時期;商業房地產也被認為是其中一員，因為居家辦公的趨勢降低了辦公室占用率，業主不得不在更高的利率環境下進行再融資。
來源：彭博社
編輯：董靜，李蕙帆（實習）
本文轉載自中國日報網，如有侵權，請聯系我們刪除。
