Macro Talking Points
Credit as an attractive de-risking asset class. While there is no denying that equity market performance has been particularly strong over the...
Ninety One's Multi Asset Credit team explains that although the high-yield debt market compares favourably with bank capital from the perspective of index-level credit...
From Chief Investment Officer, Michael Goosay. This is an extract from Principal Asset Management’s 4Q24 report.
It has certainly been an eventful quarter for fixed...
Commentary from Paul Miron, Managing Director and co-founder of Sydney-based private credit provider Msquared Capital, on the importance of transparency in the private credit market.
"As...
Despite the focus on credit spreads, yield has proven to be a more reliable indicator of high yield market attractiveness. With a strong correlation...
