36 min
Credit and Fixed Income Market Trends Beyond Alpha
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- Investing
The past year has seen a renaissance of credit and fixed income funds. Investment grade, high yield, and distressed asset classes have all attracted high demand. As a follow up to our episode on the back office complexities of credit, we now turn to the front office perspective on the credit markets. How has the credit space changed? Will central banks hold rates at current levels or ease back? How could a potential maturity wall affect the investment grade market? What emerging data and technology are portfolio managers using to gain an edge? Hear from two experienced portfolio managers on different sides of the credit market to get a glimpse of the future.
Featured guests:
Keith Lombardo, Credit Portfolio Manager, Verition Fund Management
Dan Kamensky, Founder, Creditor Rights Coalition
The past year has seen a renaissance of credit and fixed income funds. Investment grade, high yield, and distressed asset classes have all attracted high demand. As a follow up to our episode on the back office complexities of credit, we now turn to the front office perspective on the credit markets. How has the credit space changed? Will central banks hold rates at current levels or ease back? How could a potential maturity wall affect the investment grade market? What emerging data and technology are portfolio managers using to gain an edge? Hear from two experienced portfolio managers on different sides of the credit market to get a glimpse of the future.
Featured guests:
Keith Lombardo, Credit Portfolio Manager, Verition Fund Management
Dan Kamensky, Founder, Creditor Rights Coalition
36 min