Analysis

Birch Grove interview: If you build it, they will come

Birch Grove’s Jonathan Berger talks to Alt Credit Intelligence about building to last, and what opportunities are left in US credit markets


Coco populism: Managers ride the sub debt wave

Hedge funds have ridden a bumpy rollercoaster with European financial debt in recent months, but with things levelling off, Alt Credit Intelligence looks at how they made their money, and how they intend to keep doing it. By Jon Close 

Manny Friedman’s community bank debt trade

EJF Capital founder was speaking as part of the Absolute Return symposium last month



Investor insights: What are allocators saying on alt credit?

After a solid performance year for many credit hedge funds, Alt Credit Intelligence sounds out six investors and consultants for their views on the investment prospects facing different credit strategies in 2017


Europe to remain Chenavari’s specialty

Loïc Fery, CEO & co-CIO of the $5.5bn manager, sets out where he is spotting growth opportunities across the continent


Single-name distressed focus pays off for ex-Goldman mortgage head

Dr Renyuan Gao’s Westfield Fund has delivered stellar returns so far and is eyeing a number of post-US election distressed opportunities


Special Operations: Private debt growing pains

The alternative credit market has mushroomed since 2008, as an increasing number of debt funds perform the lending traditionally offered by banks. Alt Credit Intelligence explores the operational challenges presented by this industry shift


Europe’s credit appeal amid the dislocation

After a volatile 2016, managers lay out the opportunities and pitfalls awaiting credit funds in Europe in the next 12 months


Fewer managers, fewer deals: How the CLO market is coping with risk retention

New rules came into force in December 2016 after two-year lead-in


Opportunities & challenges in 2017

After 12 months of unprecedented change, how are global markets shaping up for the year ahead?


Opportunities in distressed investing

Polygon Global Partners’ Olivier Blechner opens up about the firm’s distressed mandates and where he is finding alpha-generating returns


Credit headaches of Mifid II

Why research unbundling is causing serious worries for many fixed income managers trading in Europe


Hunting for emerging themes

Promeritum co-founder Pavel Mamai discusses his firm’s approach to EM credit and knock-on effects from the recent US election




Rolling to avoid the P2P punches

MW Eaglewood CEO Simon Champ talks about the firm’s growth story and navigating a challenging year for marketplace lending


Strong foundations for investing

The growing appetite for real estate in today’s low yield climate


Driving forward disruption

Alva Capital founder Alex Vaskevitch discusses the firm’s ‘disruptive’ approach to credit investing


15 for 2017

The credit launches tipped for success over the coming months


Firing up for launch

Ex-Goldman pair Rob Allard and Jonathan Egol discuss fundraising difficulties and private debt potential as they ready Firebreak Capital