FEATURED NEWS
Opportunistic credit strategies: weakening credit and tightening lending conditions drive compelling value
Higher interest rates and tighter lending conditions are creating a very attractive environment for opportunistic credit managers with flexible capital to fill large liquidity gaps.....
It’s time to get active: uncovering resilient alpha in global equities
Alpha will be a bigger driver of global equity returns in the future, with high interest rates and inflation limiting the contribution of beta toward total returns.....
Demystifying emerging markets debt hard currency
Emerging markets debt hard currency offers unrivalled scale, compelling diversification and attractive return potential but myths pervade the asset class which detach perception from reality around defaults, leverage to the developed market cycle and ESG risks, argues Janus Henderson´s Thomas Haugaard.....
Compelling risk/reward in lending outside China – Asian mid-market private credit
Traditional public market solutions such as syndicated leveraged loans and high-yield bonds mainly serve large-cap or larger mid-market corporates, which leaves a void for a mid-market lending strategy focusing on high-growth companies in Southeast Asia, South Asia, Oceania and the wider Asia-Pacific....
NordicInvestor roundtable – tactical asset allocation in 2023
In this virtual roundtable we were joined by investors from Norway, Sweden and The Netherlands to discuss how asset owners, asset managers and allocators face a new landscape of absolute and relative value and risk premia in terms of interest rates, credit spreads, illiquidity premia, corporate and consumer default risk.......
Apoteket (Swedish Pharmacy) Pension Fund celebrates 2022
We sat down with CIO, Gustav Karner, to talk about how the EUR 1.2 billion fund managed to create a positive return in 2022 with the help of hedge funds and defensive macro positioning.....
TUTORIALS & GUIDES
Subscribe to our Newsletter