We sit down with Jupiter´s James Clunie to discuss value vs growth and why it´s time that the markets again will recognise fundamental value....
We asked Aperture Investors’ Chief CIO, Simon Thorp, where he is looking for long and short ideas in liquid corporate credit markets....
In our interview with portfolio manager Laura Wickstrom, she explains what lies behind the Finnish group’s long-term success in private equity investing and how they chose which managers to work with....
While Emerging Markets is an asset class that can have bouts of volatility, it is difficult for investors to ignore given its diversification benefits, attractive valuations and the fact that about 70% of global economic growth emanates from it...
The application of ESG to credit investing is rapidly evolving, and is, thus far, most well-developed in relation to investment grade corporate credit....
Focus shifting to trading and transactions costs...
"Asian credit now offers one of the three most compelling environments I have seen over my thirty-year career..." says Clearwater Capitals co-founder Rob Petty
A brief summary of what Nordic institutions have pondered over in the year gone by....
Credit spreads have widened out in 2018, which has been the worst year since 2008 for some parts of the credit markets. Is it still possible to construct a defensive strategy through careful rules and credit selection?
For the first five years, issuance of green bonds was measured in single digit billions, but has recently accelerated to USD 155 billion in 2017, and a forecast USD 250 billion in 2018....
