One of the great advantages of managing benchmark unaware credit strategies is the greater avenues at your disposal to extract higher risk returns through...
By Paul Miron from Msquared Capital
Australia’s private credit market is officially irresistible. Global investors that have shown up too late to devour the best...
Franklin Templeton's global investment outlook: a broadening opportunity set
Markets have defied expectations—performing well in the face of economic challenges.
"But as we head towards the...
From Mawer Global Credit Team
Credit markets today reflect a level of calm that feels increasingly out of sync with reality. Investment grade and high...
In early 2024, investors' eyes remain intently focused on the Federal Reserve's policy path, as decelerating inflation should open the door to Fed rate...
Investors in sub investment grade (sub-IG) private debt are facing the prospect of their first meaningful default cycle later this year and into 2024. In...
Shifting rate expectations
The prospect of higher inflation, resulting from the Middle East conflict, has shifted interest rate expectations; in turn, fixed income market returns...
