Credit Rendezvous: And breathe...

By Dan Alderson, Charlie Dinning, Michelle D'souza, Tanvi Gupta, Sayed Kadiri & Hugh Minch

Monday, July 19, 2021

The unanimous verdict is that credit spreads will be moving wider – they have to. But the difficulty credit fund managers face is predicting when the next sell-off comes and how sharp it will be. In the Q3 instalment of Creditflux’s Credit Rendezvous, the over-riding message from portfolio managers is that there’s little point in taking on too much risk.

The report features the views of prominent credit figures including Paul Horvath (Orchard), Himani Trivedi (Nuveen), Ronnie Jaber (Onex), Graham Rainbow (Alcentra) and Michelle Russell-Dowe (Schroders). The report looks at 14 segments of the market including CLOs, direct lending, leveraged loans, distressed debt and credit derivatives.  

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TAGS: Asia Direct lending Europe High yield bonds Investment grade credit Structured credit CLO Alcentra Secondary market Invesco Distressed debt Onex Brigade Orchard Nuveen Pricing HarbourVest Leveraged loans Primary market Schroders Performance North America Pretium Vanguard Candriam WhiteStar PPM Gateway New Mountain Credit Rendezvous Synthetic/SRT ABL Financing

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