This report provides corporate credit updates and bond recommendations, highlighting positive momentum for issuers like Broadcom and Japanese banks, while noting rating concerns for companies such as Comcast and Bayer.
Key Takeaways
- 1.Issuer credit outlooks updated for J&J and Carlsberg (to Stable from Deteriorating) and Comcast (to Deteriorating from Stable).
- 2.SMFG and Mizuho senior bail-in bonds highlighted for investment opportunities.
Table of Contents
- Recommendations
- Key stories
- Company comments
- Issuers mentioned in this report
- UBS CIO risk views
- Required Disclosures
- Risk Information
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Authors
Helen HabeggerFabrice SchwarzmannGeoff WanBarry McAlinden
Securities
Broadcom USD 2.45 2031SMFG USD 4.934 2032
Themes
AI Infrastructure DemandCorporate DeleveragingJapanese Monetary Policy
Regions
GlobalEuropeUnited StatesJapan