All Loans articles – Page 3
-
White papersThe (Still) Compelling Case for Broadly Syndicated Loans
Even as the rate-hiking cycle looks close to its end, loans look well-positioned for strong performance in the year ahead, due largely to the high contractual income on offer.
-
White papersStill bearish on China? As Beijing takes action, watch the data to see if it’s working
Recent data has painted a bleak picture of China’s economy. As 2024 unfolds, there are signals that Beijing is finally stepping up to the plate with a solid raft of measures designed to improve consumer and business confidence. For investors trying to gauge whether these moves are effective, here are the indicators to keep an eye on.
-
Asset Manager NewsEdR REIM continues to grow its real estate debt platform by closing its first loan in Spain and launching its new fund
Edmond de Rothschild’s REIM Real Estate Debt team recently closed its first loan investment in Barcelona through its co-mingled pan-European High Yield I real estate debt fund. Furthermore, the team is in marketing process for its new real estate debt fund with a target size of more than EUR 500m.
-
White papersThe case for CLO equity: complementing private equity
Traditional private equity funds – portfolios of privately-owned companies which have been acquired by specialized firms, or “sponsors” – are a mainstay allocation for many institutional investors. These funds account for a significant portion of the alternatives exposure in public pensions, endowments, family offices, and other sophisticated, long-horizon investors.
-
White papersGlobal fixed income outlook 2024: opportunity knocking
The world appears to have moved beyond the height of interest rate hikes, inflation and economic acceleration.
-
White papersEuropean leveraged loans outlook: Embracing the unknown
Despite another challenging year for financial markets, European leveraged loans bucked the trend generating healthy double-digit returns. Here, we explore some of the key drivers behind the defensive nature of the loan universe and ask: through the many unknowns on the horizon, could European loans provide solace for investors in the year ahead?
-
White papersResilient private credit fills a growing need across U.S. and Europe
The U.S. and European private credit markets have been a significant success story of asset management for the last decade.
-
White papers2024 outlook: what’s next for high yield?
Against a backdrop of heightened uncertainty, what has surprised you most about high yield over the past year? And how do you see those dynamics playing out in the next 12 months?
-
White papersConsidering potential opportunities in Significant Risk Transfer
A Significant Risk Transfer (SRT) transaction is a first or second loss protection purchased by a bank on a diversified pool of core lending assets, for example, loans to large corporations, as well as SMEs. Although the origins of the SRT market date back to the 1990s, it has only existed as recognised today since the introduction of Basel II in 2007. Here, we explore why now could be a good moment for patient investors to consider SRT transactions, and why this potentially compelling opportunity could be short-lived given where we are in the economic cycle.
-
White papersExpect a Few Bumps, but No Accidents, in Auto ABS
In this paper, the Liquidity Solutions team defines benefits of holding asset-backed securities (ABS) in fixed-income portfolios and focuses on the attractive fundamentals of automotive sector ABS in today’s markets.
-
White papersThe future of private credit
Private credit is now widely recognized as an alternative asset class that can deliver stable, uncorrelated returns for institutional investors.
-
White papersCLO equity: Where does it fit in investor allocations?
Choosing the right “bucket” for CLO equity is critical for investors seeking to optimize portfolio allocations
-
White papersHousehold loans – Offering predictable performance, even in tough times
As growth in developed economies slows and higher central bank rates start to bite, investors looking for portfolio diversification and attractive returns could consider a relatively little-known, but high-quality asset class: Household loans. Tonko Gast explains.
-
White papersForging sustainable investments in European leveraged finance and CLOs: Part 1
In the past two years, the proportion of European assets under management with an ESG overlay (as measured by funds that are categorised as Article 8 and 9 under the Sustainable Finance Disclosure Regulation, or SFDR) has risen to nearly 60%.
-
White papersNavigating rising distress levels in leveraged loans
A direct lending strategy focused on the northern European senior secured segment offers one of the best protected high yielding opportunities at the present time, says Laura Vaughan, Head of Direct Lending.
-
White papersClear and easy access: Gaining entry to private credit
As private markets continue to evolve, improved accessibility is opening the doors to potentially unique opportunities across the private credit spectrum through different fund structures that seek to meet diverse needs.
-
-
White papersFive Reasons to Buy European Loans
In a world where interest rates have increased dramatically and geopolitical risks are elevated, investors are torn between seeking yield and preserving capital. European loans can help investors pursue both goals.
-
White papersPrivate Placement Debt is an All-Weather Investment Strategy
The unique characteristics of private placement debt help position the asset class to perform well despite the potential for an economic slowdown or recession. Private placement debt is predominantly investment grade, comes with structural protections, and offers the potential for incremental income.
-
White papersCommercial real estate: The next shoe to drop for the banking sector?
Even before the collapse of Silicon Valley Bank, the outlook for parts of the CRE market appeared dim. Now with lending standards growing tighter, investors are getting increasingly nervous about problematic properties lurking on bank balance sheets.
