Private credit: attractive income and return potential in a ‘higher for longer’ world

While global interest rates raced higher last year, 2023 has been characterised by a cooler economic environment as central bank tightening slows and rates stabilise. Invesco´s experts from their direct lending, bank loans and distressed credit teams share their views on what’s next, and what this means for private credit investors......

By |2023-10-27T14:38:14+02:00October 26th, 2023|Categories: Emerging Markets, Fixed Income, The Nordic Brief|

NordicInvestor roundtable – diversifying private debt portfolios

Allocators and asset managers from Sweden, Finland and the Netherlands discussed geographic diversification, market timing and distressed opportunities, credit ratings, defaults and workouts, sizes of corporate borrowers and consumer versus corporate risk. Most allocators’ existing exposure to private debt is well below their targets and there is plenty of capital to deploy.

By |2023-06-19T12:00:24+02:00June 13th, 2023|Categories: Alternatives, Fixed Income, People, The Nordic Brief|

Reconsidering the banks sector

Royal London Asset Management´s Head of Sustainable Investments, Mike Fox, makes the case for why the firm is increasing exposure to banks amidst a changing macro environment, more attractive financial characteristics for equity investors and improved environmental performance as better disclosure on financed emissions and clearer policies on future lending are made.....

By |2023-05-12T13:32:00+02:00April 27th, 2023|Categories: Equities, ESG, Fixed Income, The Nordic Brief|