Corporate Debt

Is it possible for hybrid investors to do better than a synthetic of bank equity and debt? We believe so.

Probably not – but high and rising debt will boost CPI and interest rates, and stifle GDP growth and investors’ returns.

The exponential rise of debt is stifling its economic growth. It thus takes ever more dollars of debt to generate an extra $1 of GDP.

Buying niche opportunities before they hit the big-time is every investor’s dream. And we’re not talking about speculative tech or wildcat miners, but fixed income....

Throughout COVID-19 there was a dearth of dividend payouts, compounded with a low-interest rate environment that has been devastating to those who rely on regular...

While you might be able to rest easy with an investment in this fund, be assured that the managers are not. "Our portfolio is not set and forget," said head of credit...

Economic cycle background Ray Dalio has a series of explanatory videos that talk about debt cycles and in particular the contrast between a short debt cycle and a long...

The 2008 financial crisis was, at least in part, due to a fundamental flaw in the pricing of Credit Default Swaps on housing lending. Analysts who justify the current...

One of the big advantages of being a debt investor is that you can make long term investment decisions with far fewer short term consequences than an equity investor....

While the ongoing COVID-19 pandemic is tragic and has been incredibly disruptive to billions of people around the globe, it has provided credit investors with a speedy...