Opinion

Alex Vaskevitch and Andre Klotz

Dissecting disruption in debt markets

Alva Capital launched in 2016 and its long/short credit fund has produced 10.0% returns already




Hart Woodson and David Hulme

Why Donald Trump should be great for convertible bonds

Advent Capital Management portfolio managers Hart Woodson and David Hulme see positive momentum for convertibles



Judith Sciamma-Sabbah

US RMBS: Growth built on firm foundations

Judith Sciamma-Sabbah, CEO & CIO of London-based manager WyeTree Asset Management argues that certain RMBS



Chris Fenske

Hurricane season has started for Puerto Rico muni bonds

IHS Markit co-head of fixed income pricing research Chris Fenske examines how politics is likely



Ryan Flanders

Private debt management fees drop to eight-year low

Ryan Flanders, head of private debt products at Preqin, examines a fee evolution for debt



Floyd Tyler

Three credit opportunities in a low-yield world

Floyd Tyler, president and CIO of credit FoHF firm PreserverPartners, highlights attractive investment opportunities in



Chris Fenske

Prison bonds break out

IHS Markit co-head of fixed income pricing research Chris Fenske examines how the new US



Duncan Sankey

Investing Post-Trump: Putting the ‘alt’ into Alt-Right

Duncan Sankey, partner and head of credit research at Cheyne Capital, highlights a number of



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


Rod Lockhart

Beyond Brexit: Real estate lending in 2017

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


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