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Credit investors find bright spots in gloomy outlook: Credit Rendezvous Q4 2022
1 year ago
Clouds are looming over financial markets as the fourth quarter begins — so investors are moving away from diversified approaches in favour of tailored investments and relative value plays -
"Pain is on the way: spreads are too tight, while compression and carry are done. But what if it's not?"
2 years ago
Welshcake reminds us that mid-cycle portfolio management is a funny old game -
Don't worry about CDS, CLOs or excess leverage - it's a day of celebration
5 years ago
The market cycle is going to turn and something will go badly wrong. But guaranteed it won’t be any of the things in credit you keep reading about
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