Podcast appearances and mentions of Brian Carney

Yo farts are funny. patreon.com/loljkpodcast

I'm very thorough with my business. patreon.com/loljkpodcast

ssaaaaAAAAAADDDD patreon.com/loljkpodcast

In this episode, we discuss credit markets with Brian Carney, lead portfolio manager of the Mawer Global Credit Opportunities strategy. Brian touches on the tightening of credit spreads, risks in the leveraged loan market, and the limited compensation for high-yield bonds relative to their risks. He also reviews concerns about U.S. government credit quality, private credit profitability, and corporate policy shifts. Looking back on Mawer's GCO strategy performance in 2024, Brian highlights future plans for growth, process refinement, and team expansion. Key Takeaways: Credit spreads are tightening across all markets, benefiting investors but reducing risk premiums. U.S.-centric policies support domestic companies, yet lenders may not share in the gains. Brian recommends investors avoid chasing yield in lower-quality or long-duration bonds. Collateralized Loan Obligations (CLOs) drive the $1.2 trillion leveraged loan market, with issuance surging in 2024. This leverage-heavy, opaque market raises concerns about risk-taking. If dislocation occurs, leveraged loans could suffer alongside high-yield bonds, making it a key area for monitoring. High-yield bonds offer 7% returns, but history shows adding even 25% to a portfolio can significantly increase downside risk. With only a 0.6% incremental yield benefit today, investors aren't adequately compensated for the risk, making caution more prudent than yield chasing. Concerns include the U.S. government's credit quality, private credit's profitability favoring managers over investors, and ensuring portfolio companies maintain long-term stability despite short-term policy shifts. Monitoring these factors closely remains a priority. Future plans for Mawer's GCO strategy include expanding individual and institutional adoption, refining processes, leveraging technology, and selectively growing the team. Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore. Visit Mawer at https://www.mawer.com. Follow us on social: LinkedIn - https://www.linkedin.com/company/mawer-investment-management/ Instagram - https://www.instagram.com/mawerinvestmentmanagement/ 

Brian Carney and Stephen Owen are pitchside at the Allegiant Stadium in Las Vegas moments after the match between the Wigan Warriors and Warrington Wolves had finished.They give a quick review of the game itself and pick out their highlights from what has been an amazing week in the USA.

Brian Carney and Stephen Owen are overlooking the Bellagio fountains as they sum up what's been going on in Las Vegas the day before the action kicks off at the Allegiant Stadium.Wigan Warriors and Warrington Wolves will headline in Vegas on Saturday night. Watch it live on Sky Sports. The build up starts from 8.30pm.  Brian and Steve will bring you a podcast every day as we continue to preview this historic match, so make sure you give 'The Bench' a follow, so you don't miss a moment.  

Brian Carney and Stephen Owen are back with more build up to the weekend's Super League, NRL and international rugby league action in Las Vegas.Today they're at the huge event on Fremont Street in the city where the teams have been introduced to thousands of fans!Wigan Warriors and Warrington Wolves will headline in Vegas on Saturday night. Watch it live on Sky Sports. The build up starts from 8.30pm.  Brian and Steve will bring you a podcast every day as we continue to preview this historic match, so make sure you give 'The Bench' a follow, so you don't miss a moment.  

The build up continues to Super League's very first match in Las Vegas, and Sky Sports' Brian Carney and producer Stephen Owen are back to tell us how things have been going in 'the entertainment capital of the world'. They tell us about some of the media work the players have been taking part in, including a meeting with a famous mentalist! Plus, Brian and Stephen explain how Super League fans have taken the whole event to new heights this year.Wigan Warriors and Warrington Wolves will headline in Vegas on Saturday night. Watch it live on Sky Sports. The build up starts from 8.30pm.  Brian and Steve will bring you a podcast every day as we continue to preview this historic match, so make sure you give 'The Bench' a follow, so you don't miss a moment.  

As we build up to Super League's very first match in Las Vegas, we join Sky Sports' Brian Carney and producer Steve Owen as they try to navigate their way along the famous Strip. They share their first impressions of Sin City, which for this week could be renamed Sin Bin City, as they've met so many rugby league fans along the way! Wigan Warriors and Warrington Wolves will headline in Vegas on Saturday night. Watch it live on Sky Sports. The build up starts from 8.30pm.  Brian and Steve will bring you a podcast every day as we continue to preview this historic match, so make sure you give 'The Bench' a follow, so you don't miss a moment.  

An exchanging of heat. patreon.com/loljkpodcast

In this month's sporting special, Rosie and James attend the Progress with Unity sporting summit, where sporting legends gathered to share their inspiring stories and advice with over 400 young people! They catch up with Rugby League icon Brian Carney, Gladiators superstar Betti Worth, and Wigan Warriors' own Junior Nsemba to get their insights on the event and hear what they thought of the day!For all Borough Life content, visit: Borough Life See you next month!

This week, Johnny and Gav talk football celebrations, short sniffing and McIlroy's massive trophies. Plus, to help us bone up on everything we need to know about the upcoming Rugby League season, they're joined by a former player for Great Britain and Ireland, Brian Carney.You can hear The Kickabout live on Radio X from 11am every Saturday. Get in touch on kickabout@radiox.co.uk

Some sort of shunt. patreon.com/loljkpodcast

COME ON GOOGLE. DO YOUR THING. patreon.com/loljkpodcast

Help me move my neck. patreon.com/loljkpodcast

In this episode, we discuss key trends and positioning in credit markets with Brian Carney, lead portfolio manager of the Mawer global credit opportunities strategy. We touch on the year's strong performance driven by tighter spreads, higher yields, and emerging risks such as low risk premiums and the U.S. election. Topics include corporate issuance, fallen angels, and public-private credit convergence. Emphasizing capital preservation, Brian highlights portfolio positioning in high-quality, short-duration securities, such as North American bank bonds, while avoiding high-yield exposure. Key Takeaways: Credit markets have performed well this year, driven by tighter spreads and higher benchmark yields, but risk premiums are historically low. Brian suggests investors prioritize capital preservation over chasing yield, avoiding high-yield bonds and long-dated credit. Post-U.S. election, vigilance is key amid potential policy-driven market shifts. Trends in the past quarter include fallen angels, commercial real estate risks, and potential high-yield defaults. An actively managed, absolute return credit strategy offers diversification, income, and potential capital appreciation while protecting against adverse credit and interest rate moves. It's ideal for long-term investors seeking alternatives to passive strategies and opportunities in volatile or distorted markets. Brian recommends investors view absolute return credit as a long-term allocation, not for market timing. Market dislocations are brief, and panic often prevents opportunistic moves. Mawer's portfolio is managed bottom-up, focusing on individual credit assessments to mitigate risk and seize opportunities. It prioritizes short-duration, high-quality holdings, avoids high yield, and ensures diversification with a maximum issuer cap of 10%, balancing downside risk and concentrated positions. Optimism abounds for long-term credit opportunities and future discussions on continued progress.   Host: Kevin Minas, CFA, MBA, CAIA Mawer Institutional Portfolio Manager Guest: Brian Carney, CIM Mawer Portfolio Manager, Fixed Income For more details and full transcript visit: https://mawer.com/the-art-of-boring/podcast This episode is available for download anywhere you get your podcasts. -- Founded in 1974, Mawer is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore. Visit Mawer at https://www.mawer.com. Follow us on social: LinkedIn -   / mawer-investment-management  Instagram - / https://www.instagram.com/mawerinvestmentmanagement/

Hustle drops. Oxygen sports. patreon.com/loljkpodcast

Whole body T.F. patreon.com/loljkpodcast

Zombies are guys. Ghosts are girls. patreon.com/loljkpodcast

RELEASED:1996 SET IN: 2017 patreon.com/loljkpodcast

Genitals are cool. patreon.com/loljkpodcast

Pop a clot. patreon.com/loljkpodcast

Oh bother patreon.com/loljkpodcast

In this episode, Crista Caughlin, lead Portfolio Manager of the Canadian Bond Strategy, and Brian Carney, lead Portfolio Manager of the Global Credit Opportunities Strategy, provide their thoughts on recent economic data releases, a shift in central bank language, and recent market volatility. They delve into new issuance activity in the U.S. and Canada, widening spreads in the investment-grade and high-yield markets, and current portfolio positioning. The conversation concludes with an update on the growth and expansion of Mawer's fixed income team. Key points from this episode: Central banks have shifted their focus from solely targeting inflation to balancing inflation and growth risks, leading to the start of a global easing cycle.  Recession fears have increased due to weakening economic data, such as falling PMIs, rising unemployment, and weak growth, causing volatility in markets. It remains to be seen if recent volatility is just a pocket or something more material. If growth remains robust, it's likely just a pocket that will right-size itself. If growth continues to weaken and signs of a U.S. recession continue to pick up, it could be a larger downturn. The first half of the year has been smooth sailing for credit investors, but recent dislocations and changes resulted in significant widening in credit spreads. New issuance activity has been robust in the U.S. and Canada, with the levels of investment grade and high-yield issuance year-to-date already exceeding last year's volumes. Commercial real estate has been a topical sector, but neither the Canadian bond strategy nor the global credit strategy have any direct exposure to real estate. In terms of where yield curves are today, parts of the curves are still inverted, particularly recession indicators. Both strategies hold Verizon Communications and Ford Credit Canada due to their favorable financial and operating metrics. Host: Kevin Minas, Mawer Institutional Portfolio Manager Guests: Brian Carney, Mawer Portfolio Manager, Crista Caughlin, Mawer Portfolio Manager For more details and full transcript visit: https://www.mawer.com/the-art-of-boring/podcast/navigating-the-canadian-equity-landscape-dispersion-energy-transition-and-opportunities-ep163 This episode is available for download anywhere you get your podcasts. -- Founded in 1974, Mawer is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore. Visit Mawer at www.mawer.com. Follow us on social: LinkedIn - https://www.linkedin.com/company/mawer-investment-management/ Instagram - https://www.instagram.com/mawerinvestmentmanagement/

penis face patreon.com/loljkpodcast

RELEASED:1973 SET IN: 2022 patreon.com/loljkpodcast

IT. IS. HOT. patreon.com/loljkpodcast

IT. IS. HOT. patreon.com/loljkpodcast

RELEASED:2006 SET IN: 2013 patreon.com/loljkpodcast

RELEASED:2006 SET IN: 2013 patreon.com/loljkpodcast

Can't wait till cars sweat. patreon.com/loljkpodcast

Can't wait till cars sweat. patreon.com/loljkpodcast

RELEASED:1994 SET IN: 1994/2004 patreon.com/loljkpodcast

RELEASED:1994 SET IN: 1994/2004 patreon.com/loljkpodcast

Finger it out patreon.com/loljkpodcast

Finger it out patreon.com/loljkpodcast

can't wait to be dead patreon.com/loljkpodcast

can't wait to be dead patreon.com/loljkpodcast

RELEASED: 2006 SET IN: 2021 (book) 2027 (movie) patreon.com/loljkpodcast

RELEASED: 2006 SET IN: 2021 (book) 2027 (movie) patreon.com/loljkpodcast

can't wait to be dead patreon.com/loljkpodcast

can't wait to be dead patreon.com/loljkpodcast

RELEASED: 1993 SET IN: 1999. patreon.com/loljkpodcast

RELEASED: 1995 SET IN: 1999. patreon.com/loljkpodcast

From the comfort and safety of your own home. patreon.com/loljkpodcast

From the comfort and safety of your own home. patreon.com/loljkpodcast

RELEASED: 2005 SET IN THE YEAR: 2019 patreon.com/loljkpodcast for bonus segments!

RELEASED: 2005 SET IN THE YEAR: 2019 patreon.com/loljkpodcast for bonus segments!

I really don't think it's our bit, guys. patreon.com/loljkpodcast

RELEASED: 1999 SET IN THE YEAR: 2005 and beyond patreon.com/loljkpodcast for bonus segments!