Fiorino: fighting disorder

How finance is working against climate change
Inflation and supply chain disruption

Impact on the sectors
Global Equity ESG

H1 report, 2021
Direct lending

How senior is your debt?
Evergrande

Caught in the crossfire between China’s past and future
Central bank digital currency

Clean atomic monetary energy or financial fallout risk?
How to unlock opportunities in the sponsor-less SME loan market

In this piece, Alexandra Trapes, Director, Specialist Credit and CLOs, argues that sponsor-less transactions offer a compelling opportunity in the small to medium-sized enterprise (SME) loan space – they generally see less competitive bidding, resulting in more reasonable leverage ratios, less pressure on pricing levels, more conservative loan terms, and meaningful covenants. What’s more, private […]
Your Questions Answered by Unconstrained Credit

How does Unconstrained Credit differ from other flexible credit solutions? How much/little risk do we take? Why do we use options? These are just a couple of the most commonly asked questions about our Unconstrained Credit strategy by our clients and prospective investors. Earlier this month, we sat down with our Fixed Income team as […]
Ahead of the Curve, Q2 2021

Key points The global economy is bouncing back quickly from a sharp collapse in the first half of last year. What we are seeing now, therefore, is to some extent the mirror image of developments in 2020. Despite having increased somewhat over the last year, long-term inflation expectations are still low by historical standards. The […]
Economic outlook

Where is ‘normal’? Will we get there?…