City Different Investments: Making sense of the tariff ruling and rising risks in private credit
Trader TV, London
Sweta Singh, founder and portfolio manager at City Different Investments, speaks with Trader TV about the market’s reaction to the US Supreme Court’s decision to strike down President Trump’s IEEPA tariffs. As investors adopt a wait-and-see approach amid ongoing legal uncertainty, Singh outlines the potential short- and long-term implications of the ruling and what could come next for bond markets.
She also discusses mounting risks in the $1.8 trillion private credit market, addressing concerns over rising default rates and the potential for stress to spill over into public high-yield and even investment-grade debt markets.
01.03.2026