All Credit articles – Page 2
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White papersEuro credit sectors offer opportunities despite market volatility
Despite facing multiple episodes of volatility in recent years, the euro credit market has demonstrated notable resilience, consistently delivering solid returns to investors.
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Asset Manager NewsMidOcean Credit Partners and Lumyna Investments Announce Launch of the Lumyna – MidOcean Absolute Return Credit UCITS Fund
London, 13 October 2025 – MidOcean Credit Partners (“MidOcean”), a leading U.S. credit manager with nearly two decades of experience that is part of the broader MidOcean Partners platform, and Lumyna Investments, part of Generali Investments, are pleased to announce the launch of the Lumyna – MidOcean Absolute Return Credit UCITS Fund (“the Fund”, “MARC”), an actively managed short-duration long/short high yield strategy designed to provide capital appreciation across market cycles.
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White papersSDG Engagement High Yield Credit, H1 2025
In our latest report, the SDG Engagement High Yield Credit team provide an overview of how engagement has driven change in the first six months of the year.
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White papersCapturing the European Risk Premia Dislocation
When the facts change, we change our minds. The ‘liberation day’ sell-off increased the value proposition of non-U.S. markets, particularly in Europe and Asia. This is no longer the case.
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Asset Manager NewsGenerali Investments Completes Acquisition of Majority Stake in MGG Investment Group
NEW YORK and MILAN – Generali Investments, a leading global investment management firm and part of the Generali Group, and MGG Investment Group (“MGG”), a U.S. private direct lending investment firm with over $6.5 billion in assets under management which was launched in 2014 by Kevin Griffin and McCourt Global, today announced Generali Investments’ wholly-owned subsidiary, Conning & Company, completed its acquisition of a 77% stake in MGG and its affiliates.
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White papersMIM Short Duration Commentary Q3 2025
MetLife Investment Management’s Q3 2025 Short Duration Quarterly Commentary provides an informed look at how shifting macro and sector trends shaped short-term fixed income strategies.
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White papersEuropean High Yield: A Compelling Case in an Uncertain World
European high yield has been resilient during periods of lower growth. And, looking forward, we believe there are several key reasons why the asset class remains well-positioned, despite the unknowns on the horizon.
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White papersThe Many Sub-Asset Classes Within Fund Finance
In this interview with Private Debt Investor, Matt Hansford, Head of Europe, Portfolio Finance, discusses the rise of fund finance as a core institutional asset class and explains why generating alpha and rapid capital deployment are some of its key advantages.
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White papersEmerging Market Bonds: Moving in the Right Direction
A weaker dollar and FED easing cycle are fueling strong performance and renewed inflows into emerging market fixed income. Solid fiscal reforms and improving credit metrics further enhance the appeal, especially in key markets within a heterogeneous universe.
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White papersPrivate credit’s next phase: finding opportunity in a maturing market
The private credit market has experienced remarkable growth in recent years, with significant increases in capital inflows from both institutional and retail channels. Its success and expansion has naturally attracted scrutiny, with some observers questioning the sustainability of the asset class. This paper offers an alternative perspective: the current state of private credit represents a natural progression of a maturing asset class.
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White papersCharting new currents: Top 10 with… Interview with Joe Sciortino on private credit
Amid tighter regulation, macroeconomic uncertainty, and changing bank appetites, investors are increasingly looking to private credit for stability and opportunity.
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White papersMuni market: embracing challenge to create opportunity
The municipal bond market is approaching a compelling inflection point. While headlines focus on yield curves and historical comparisons, a deeper narrative is emerging — one of resilience, strategic opportunity and potential reward for forward-thinking investors.
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White papersCross Asset Investment Strategy - September 2025
Topic of the month - Back to school: from summer clarity to autumn’s changing winds
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White papersAsia ex-Japan Equity Letter to Investors: Our intervention in South Korea and what it means for investors
In early 2024, we published a landmark report which outlined the shortcomings in South Korea’s corporate governance laws and proposed various solutions.
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PodcastThe ABCs of Asset-Based Credit
Asset-based credit is reshaping the private credit landscape, offering investors new ways to diversify portfolios with the potential to capture higher yields amid market volatility. As banks pull back from certain lending markets and consumer behaviors evolve, asset-based credit stands out for its short duration, high yield, and low correlation to corporate credit.
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White papersUS electric utilities: Stability amid uncertainty
Amid the ongoing uncertainty of tariffs and geopolitics, one area of the corporate bond market that stands out as providing a stable and reliable source of income is the US electric utility sector.
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White papersMIM 2Q 2025 Private Credit Quarterly Review and Outlook
Private Credit markets delivered robust performance through the first half of 2025, driven by exceptional investor demand and recordbreaking transaction volumes. Despite elevated interest rate volatility and shifting macroeconomic conditions, market participants demonstrated resilience with more than $50 billion of corporate transactions recorded year-to-date.
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White papersWhy opportunities to diversify within fixed income matter more than ever
The geopolitical landscape continues to evolve, and uncertainties in the economic backdrop are also rising. In this environment of global fragmentation and market volatility, diversification has once again come to the forefront for building a portfolio. But a diversified portfolio doesn’t just mean a mix of equities and bonds. Fixed income itself is a broad and deep universe offering myriad opportunities to diversify within the asset class, for example by credit quality, geography, or maturity.
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White papersSub-Saharan Africa: The Resurgence
Over the last decade, private capital investors have focused almost exclusively on the developed world, particularly the US. As these markets become increasingly saturated with capital, leading to falling lending standards and returns, it is time for private investors to look further afield. One region which has been overlooked by private credit allocators is Sub-Saharan Africa, a vast region of 48 countries which has a host of positive tailwinds that we believe make it an exciting proposition.
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White papersCredit at a Crossroads: Finding Value in Europe’s Landscape
In today’s market environment, we believe European leveraged loans and high yield bonds present a compelling investment case.
