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  • CLO funds make best of a bad situation
    It can’t get any worse can it? Well, it did in 2022, when credit spreads kept moving wider. Still, CLO funds were able to withstand the pressure, and they outperformed other credit strategies

    1 year ago

  • Credit Rendezvous: Make yourself comfortable, there’s a storm coming
    In our Q1 outlook, we speak to Edwin Wilches, PGIM (US CLOs), Mikkel Sckerl and Flemming Dose, Capital Four (European CLOs),  Jim Fitzpatrick, CQS (US loans), Loic Prevot, Polus (European loans), Madelaine Jones, Oaktree (global high yield), Art Penn, Pennant Park (US direct lending), Mattis Poetter, Arcmont (European direct lending), Keerthi Raghavan, Waterfall (structured credit), Ray Costa, Benefit Street (distressed), Grant Webster, Ninety One (Emerging markets), Oumar Diallo, Aeon (real assets) for their views for the upcoming quarter. 

    1 year ago

  • Fund performance: Wake us up when September ends
    After a resurgent August, credit markets hit a rough patch in September, with every Creditflux index posting negative returns, and only 12.9% of funds in our listings showing a positive return.

    1 year ago

  • Real estate is about to get real bad: Welshcake
    The extent of disconnect between real estate and what other markets have been experiencing is enough to convince me a whole other layer of economic mayhem is on the way. But investors in credit, for all their current pain, could still end up shining if they are prepared

    1 year ago

  • "No-one talks about the part oil price surges played in the 2008/9 global financial crisis"
    Investors eyeing inflation shocks and supply chain disruption should instead be paying attention to the brewing energy crisis

    2 years ago

5 results found Showing page 1 of 1

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