Fitch: Race Against Interest Rates Brings U.S. Corp Bond Issuance to Near-Record Levels
'The race against higher interest rates is on as corporations take advantage of favorable borrowing conditions,' says Eric Rosenthal, Senior Director in the U.S. corporates team. '2015 is poised to be another strong year, with the surge of issuance in the fourth quarter 2014 (4Q'14) already spilling over.'
Issuance through end-February 2015 rang in at \$115.7 billion, a 30% increase from the same period a year earlier. Issuance in 4Q'14 totaled \$187.9 billion, the highest since 4Q'12.
The U.S. corporate bond universe finished 2014 at a high of \$3.7 trillion, up 8% from the prior year. More than 50% of the current universe is accounted for in deals issued in the past three years. Funding costs continue to fall with the par-weighted average coupon of outstanding corporate bonds closing 2014 at 5.3%, and dropping again to 5.2% at end-February 2015.
Despite strong issuance from the healthcare and pharmaceutical sector, the energy, utilities and infrastructure sector remains a sizable portion of the U.S. corporate bond market, accounting for 23% of 2014 issuance and 25% of total outstandings. Notably, new volume in the telecom, media and technology space fell 24% year-over-year.
The full report, 'U.S. Corporate Bond Market Monitor: Strong Issuance Continues in Low Interest Rate Environment,' is available at www.fitchratings.com.
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