Credit Cycle

Latest news and analysis on Credit Cycle

Funds

Four alternative credit strategies for this credit cycle

What has worked to date might not be the strategy that works moving through this credit cycle
Pieter De Weerdt
Antarctica Asset Management
Funds

The allocators playbook for this credit cycle

How to use hedge fund allocations to navigate this credit cycle, profitably and safely
Pieter De Weerdt
Antarctica Asset Management
Education

Why keeping some powder dry is critical right now

This credit cycle will create good opportunities, we believe investors should make sure they have the (free) capital to invest as they arise
Pieter De Weerdt
Antarctica Asset Management
Education

What the weaker credit cycle may mean for share market investors

The global economy is seeing a deterioration in credit conditions as higher interest rates and tighter lending criteria increase the cost and reduce the availability...
Tim Richardson
Pengana Capital Group
Fixed Income

Value in contrarian credit

While it’s fair to say that 2019 was a forgettable year for Australia’s Major Banks, investors holding their debt had a much better time of it. Amidst the chase for...
Phil Strano
Yarra Capital Management
Rapid Fire

Vimal Gor: The world can’t handle higher rates

Vimal Gor, Head of Bond, Income and Defensive Strategies at Pendal Group, says there’s just one fundamental driver of all asset prices. That driver is liquidity and...
James Marlay
Livewire Markets

What’s so special about the next interest rate cycle?

One of the advantages claimed by investors in more credit-oriented portfolios is that credit returns often provide partial protection against rising interest rates. ...
Clive Smith
Russell Investments
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