Ali Dibadj speaks with Victory Park Capital's co-founder Brendan Carroll about the successful integration of asset-backed private credit into portfolios.
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Exploring the potential interplay between government and corporate debt levels.
Delving into the relative value between fixed income sectors and our preference for carry.
Healthcare is the largest sector within the Collateralised Loan Obligation (CLO) universe. How can CLO investors navigate this environment?
Integrating ABS in portfolios is like core-strengthening exercises, enhancing their stability, flexibility, and resilience, while optimising risk-adjusted returns.
The case for multisector bond funds as a core fixed income allocation.
High income and less sensitivity to credit spread moves underpin the resilience of European AAA CLO performance amid broader market volatility.
Building portfolio resilience is a key objective for investors during uncertain times. How can AAA CLOs offer a potential solution?
What Moody’s U.S. credit rating downgrade could mean for the Treasury market, the Fed, and fixed income investors.
A new paradigm founded upon fewer rules-based US policies points to a more uncertain global economy and could even signal US recession, but what does it mean for the emerging markets?
How has relative value shifted across fixed income sectors amid tariff-related volatility and what does this mean for asset allocation?