Day of reckoning for Europe’s zombie companies will offer distressed opportunities
Global pandemic creates big opportunities in European credit markets, says Cheyne Capital’s Stuart Fiertz.
Deal flow set to increase for distressed debt investors in China
China’s distressed debt market has seen a steady flow of deals in recent years, and pricing is set to improve for buyers due to the impact of COVID-19, according to ShoreVest’s Ben Fanger.
Massively higher returns on offer in ‘fallen angel’ bonds
Investors should seize the opportunities in the bonds of ‘fallen angel’ companies which have been downgraded from investment grade to high yield, says Allianz Global Investors CIO, David Newman.
Are property sector options playing with fire?
Over the years a liquidity mismatch between assets and liabilities has proven fatal for many. Yet super funds appear to have gone down this very path with around 15 offering single sector options.
Princeton’s Kotkin sees ‘debt bomb’ ahead
The professor of history and international affairs says governments need to act fast to get people back to work.
Super needs stable policies to invest more
Super’s contribution to the pandemic is much broader than just processing early release payments. But the industry needs to see fewer policy changes.
Central bank ‘vapour pricing’ will lead to a further misallocation of resources
William Blair’s Brian Singer is looking outside the US for opportunities as the recovery from the pandemic is going to take longer than what is priced in.
QIC warns against herd behaviour in currency hedging
The Australian dollar plunged 1,450 basis points between January and March before rallying 900 basis points. Asset owners were caught off guard, says Stuart Simmons.
Rice: Is reforming tax on super the way forward?
Michael Rice says before the government makes a tax-grab it should look at the inequities in the superannuation system.
Where’s the transparency?
AustralianSuper’s recent downgrade by Lonsec highlights a longstanding issue for the $3 trillion superannuation industry.
Henrik Andersson | Decentralised finance, crypto and the Wild West
In Episode 15, Alex Proimos speaks with Henrik Andersson, chief investment officer at Apollo Capital.
Lukasz de Pourbaix | Core tenets, asset quality and the X factor
In Episode 14, Alex Proimos speaks with Lukasz de Pourbaix, executive director and CIO at Lonsec Investment Solutions.
