Carefully Selected Credit offers Good Risk/Reward
Erik Bennike, head of credit at PensionDanmark, shares his outlook on the credit markets, how it is affecting allocations and why he is cautiously optimistic.....
The art of differentiation
Why there are still opportunities for investors in emerging market debt, despite expectations of higher defaults and lower recovery rates....
Differentiation is key as crisis exposes pre-existing vulnerabilities
We take a further look into Emerging Markets and caught up with Alejandro Arevalo to learn more about which sectors and countries he seeks out or avoids....
Fixed income opportunities and threats for insurers in a rapidly changing world
The outbreak of the coronavirus across the world has sent financial markets into shock. This article provides an update on how recent market turmoil has impacted fixed income assets, the core holdings for most insurers...
Asian Credit: the Boring Emerging Market for 2020?
We look at the key drivers in Asian credit and how careful selection means finding quality, liquidity and yield.....
The High Yield Position
Why a Long/Short approach to High Yield Credit makes sense in the current environment...
Direct Lending: Is Market Maturity Cutting Covenants?
In the first of a series, we take a look at the deterioration of covenants in the private credit markets. How much of a problem does it pose and what it means for investors.....
Making a Difference
Why ESG is Essential for Successful Investing in Emerging Markets Debt...
Aktia’s Multi-Manager Private Credit Strategies
Head of Alternatives, Ville Toivakainen, talks trade finance, aircraft leasing, impact investing and much more…
Structured Credit Yield Pickup Persists
Can CLO´s provide a positive yield oasis amid negative yields?