Opinion

Rod Lockhart

Beyond Brexit: Real estate lending in 2017

Rod Lockhart, managing director at LendInvest Capital, on how Brexit, foreign investment and other factors




Chris Fenske

The great bond rebound of 2016

Chris Fenske, co-head of fixed income pricing research at IHS Markit, examines last year’s energy



Emmett Kilduff

How alternative data monitors risks in the municipal bond market

How big data techniques are supplementing fixed income research



Ken Wainer

Targeting Brazilian SME lending opportunities

Why senior secured loans to SMEs secured by industrial real estate is an attractive risk-return



George Putnam

Still plenty of fuel in the distressed fire

Some bitesize arguments on why there remain plenty of opportunities



Nickolas Stukas

The credit investor’s new best friend

Nickolas Stukas, credit portfolio manager at Whitebox Advisors, on alpha creation techniques in the US



Renaud Champion

Opportunities in illiquid credit

La Française's Renaud Champion on investor appetite for illiquid credit



Guy Benstead

Fitting the analytics

Guy Benstead, partner at Cedar Ridge Partners, discusses how tools can help bond fund investors



Brendan Ross

Credit inefficiencies and the search for yield

Direct Lending Investments founder Brendan Ross on the big opportunities for private credit



John Timperio and Mary Bear

The work of complying with US Risk Retention Rules continues

Dechert's John Timperio and Mary Bear examine how managers are preparing for the impending regulation



Neil Servis and Hassan Jeraj

Should the ECB extend its QE to include SME CLO programmes?

Hassan Jeraj and Neil Servis from Serone Capital examine the landscape for CLOs following the


Chris Mawn

Libor benefits and changing regulations

Chris Mawn, portfolio manager at Highland Capital Management, discusses how firms can exploit rising Libor


Bob Press

Alternative lending: entrepreneur and investor benefits

Bob Press, CEO of TCA Fund Management Group, explores the growth in alternative lending strategies


Marc Schneider

Exciting times ahead for distressed-focused managers

Twelve Lions Capital founder Marc Schneider outlines where he sees value in the sector


David Riley

Time will test new BoE measures

David Riley explores how the BoE's renewed QE measures will impact credit markets


Adam Greenwood

Non-US investors and the lending trade-orbusiness debate

Adam Greenwood dissects the tax climate for non-US investors looking at loan origination


Gennaro Pucci

NPL investors rightly cautious on Italian banking crisis

Gennaro Pucci, founder of PVE Capital, analyses Italy’s current economic woes and interest in NPLs


David Morton

Risk and reward: Credit opportunities in 2016

Rocaton Investment Advisors' David Morton examines current investment opportunities and possible pitfalls


Arnaud Gandon

Negative interest rate policies: weapons of financial wealth destruction?

Heptagon Capital’s Arnaud Gandon examines the impact NIRPs could have on the investor community


Alberto Gallo

Diversifying fixed income investments as rates turn negative

Algebris’s recently hired portfolio manager Alberto Gallo explains what debt investing will look like in


Oliver Wriedt

CLO 2.0: Less structure, more credit

After a tough year for the asset class, CIFC’s co-president Oliver Wriedt says that credit-pickers


David Morton

Choosing the right energy investments

David Morton, Rocaton Investment Advisors’s chief market strategist considers the different investment strategies that could