Viewpoint | November 2, 2020
30 Years Managing Corporate Credit - November 2020
We have asked six of our portfolio managers to comment on past and current challenges, and to share their thoughts on what to expect next.
Viewpoint | July 28, 2020
Syndicated Loans in a Recessionary Environment - July 2020
Syndicated Loans in a Recessionary Environment
Viewpoint | May 22, 2020
Private Debt – Active Engagement in Challenging Times - May 2020
The rapid global spread of COVID-19 and the subsequent lockdown measures have resulted in a global humanitarian and working capital crisis rolled into one event.
Viewpoint | May 6, 2020
Q&A - COVID-19 Impact on Emerging Markets - April 2020
The rapid global spread of COVID-19 and the subsequent lockdown measures have resulted in a global humanitarian and working capital crisis rolled into one event.
Viewpoint | April 30, 2020
What can the Correction in Oil Mean for Energy Credits? - April 2020
West Texas Intermediate (WTI) oil fell to a record low last week as demand collapsed in the wake of the COVID-19 lock-down and the Saudi Arabia/Russia price war.
Viewpoint | April 15, 2020
Eurogroup Compromise Reached! Mission Accomplished? - April 2020
The Eurogroup met on the evening of Tuesday, April 7th, and after a night-long negotiation which didn’t lead to an agreement, reconvened on Thursday, April 9th. Eventually, the gridlock was broken and a common position on a comprehensive package of measures was reached.
Viewpoint | April 3, 2020
A Spectre is Haunting Europe : Debt Mutualisation - April 2020
The renewed debate of debt mutualisation threatens to create new cracks on the European project.
Insight | April 2, 2020
Long Term Valuations Can’t Be Ignored - April 2020
Long Term Valuations Can’t Be Ignored
Viewpoint | February 28, 2020
Private Debt – An All-Weather Asset Class - February 2020
Where might investors find yield, protection from volatility and investment opportunities across the credit cycle?
Insight | February 6, 2020
Part II - Give a Little Credit: Opportunities in Direct Lending - February 2020
Addressing the misperceptions about US Market Potential.
Analysis | January 31, 2020
Some Thoughts on Coronavirus (2019-nCov) - January 2020
What impact is the outbreak in China likely to have on the global economy and financial markets?
Analysis | January 30, 2020
Video - An Introduction to Private Debt – January 2020
Please click to watch our new video – an introduction to Private Debt.
Viewpoint | January 19, 2020
Crossing the Rubicon - January 2020
How can retail investors and the real economy benefit from a changing regulatory environment?