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.
Mr. Cohen joined DoubleLine’s Global Developed Credit (“GDC”) Group in 2012. He is a Portfolio Manager and the Director of the GDC group. He is also a permanent member of the Fixed Income Asset Allocation Committee. Prior to DoubleLine, Mr. Cohen was a Senior Credit Analyst at West Gate Horizons Advisors (and its predecessor ING Capital Advisors) where he worked as an Analyst covering bank loans and high yield bonds. Prior to ING, he was an Assistant Vice President in the Asset Management Group of Union Bank where he managed a diversified portfolio of leveraged loans as well as a portfolio of CDO securities. Previous to Union Bank, he was an Associate Director of Corporate and Investment Banking at the Bank of Montreal in its Natural Resources Group. Mr. Cohen holds a B.A. in Economics from the University of Arizona and an MBA from the University of Southern California. He is a CFA® charterholder.
