Liquidity concern raising risk in European high yield market – Pictet
European high yield bonds are likely to be less attractive this year after a strong performance in 2017, due to high valuations and liquidity risk, argues David Gaud, chief investment officer Asia for Pictet Wealth Management.
Neuberger Berman slams credit agencies on ESG failings
More needs to be done by the big three credit ratings agencies to incorporate environmental, social and governance (ESG) concerns into their issuer ratings, according to Neuberger Berman.
ANALYSIS: Have hurricanes blown away cat bond credibility?
Investors were bracing for the worst when the Swiss Re Cat Bond Index plummeted 15% in the wake of hurricane Irma. But the unprecedented damage caused could actually be a blessing in disguise for the asset class.
Credit spreads set to widen as Fed unwinds QE
The unwinding of the Federal Reserve’s quantitative easing programme is very likely to see credit spreads widening with an impact on other assets well beyond US treasuries says Chris Iggo, chief investment officer fixed Income, Axa Investment Managers.
Hunting for yield in the direct loan space – part 1 of 2
Morten Christensen, investment management director at the Norwegian family office Aars, tells Expert Investor’s Tjibbe Hoekstra how he is navigating the pitfalls of the direct loan space.
Is the Fed creating opportunity or danger in US credit?
The split among the members of the Federal Open Market Committee about when to raise rates, as revealed by the meeting minutes, presents some fresh food for thought for investors.