EM Lens: Identifying Alpha Opportunities in E...

Global credit risk has been repriced wider and tighter by the Iran war and strategic insights are essential for outperformance. In this episode of the Credit Crunch podcast, Mahesh Bhimalingam, Bloomberg Intelligence’s global head of credit strategy, hosts BI’s global credit stra ...  Show more

“The market reaction has been very measured. Spreads have clearly moved in response to changes in fiscal outlooks and ratings,” says Patrick Drum, Saturna Capital’s fixed-income lead and portfolio manager, discussing the impact of current events in the Middle East on sukuk and th ...  Show more

The Catalyst/Millburn Hedge Strategy Fund employs a strategy based on their prediction that interest rates will remain steady due to high prices, and the Federal Reserve won't cut rates soon.

We explore how their trade is structured, the macroeconomic insights drivin ...

In this episode, CMO Pieter Oyens talks to Daniel Morris, Chief Market Strategist, about fixed maturity plans which allow investors to lock in interest rates for three, five or seven years, thus capturing a regular flow of coupon payments. The plans, which can take the form of a ...  Show more

Collateralized loan obligations, particularly those backed by middle-market borrowers, are a growing opportunity for investors, according to Crescent Capital Group. “You have to work really hard to blow those structures up,” said John Fekete, the company’s head of tradeable credi ...  Show more

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Navigating Severe Market Volatility: Insights from Dividend Cafe

In this episode of Dividend Cafe, the host delves into strategies for handling severe market volatility amidst four ...