Four views: Will credit markets be stronger for longer?
Portfolio Adviser asks experts if 2025 is going to be another good year for credit markets or if the positive momentum has largely played out
Credit
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Stepping into 2025: Managers offer some perspective on how to navigate a volatile new year
Lauren Hardy gauges the lie of the land across the investment universe as we embark on a new year
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Demystifying credit: CVC Income & Growth’s Pieter Staelens on asset class misperceptions
Pieter Staelens discussses why investors still have misperceptions around credit following the GFC
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AJ Bell’s Hughes: Why money will keep flowing into fixed income funds
The managing director says outflows from money market funds will ramp up as we head towards the new year
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From cash to corporate bonds
Investors have piled into cash and money market funds following the meteoric rise in rates from 2022
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Janus Henderson acquires global private credit firm
Victory Park Capital manages $6bn assets
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Algebris: Banks remain profitable despite rate cuts
Banks that have thrived on high interest rates can continue to do so in a low-rate world, explains Sebastiano Pirro
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74% of UK investors race to buy bonds ahead of rate cuts
Investors are scurrying to lock in decade-high yields before rate hikes bring then down to earth
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Janus Henderson: Monetary policy divergence offers opportunities in European credit and EMD
Markets scaled back expectations of rate cuts in the US for 2024 from six cuts to two
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Nedgroup Investments’ Ralph and Jeyarajah on ‘the boutique advantage’
Alex Ralph and Apiramy Jeyarajah discuss the launch of the new bond boutique, Palomar Fixed-Income
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What do the conflicting signals of the bond market mean for investors?
Valuations across some parts of the credit market could look stretched
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Banishing the blues: Investors have plenty to look forward to in 2024
Ninety One’s Sahil Mahtani discusses the tailwinds afoot for 2024