default cycle

Latest news and analysis on default cycle

Macro

5 key market trends we’re watching closely … and how to benefit from them

Some hedge fund strategies are well placed to benefit from key macro trends unfolding in 2024
Pieter De Weerdt
Antarctica Asset Management
Expert Insights

2 sectors facing headwinds as cash rates and inflation remain elevated

In this interview, KKR's Richard Schoenfeld outlines where he is seeing stress in the market today.
Ally Selby
Livewire Markets
Fixed Income

Should you fear the big, bad default cycle?

I'm sick of reading pieces that stir unnecessary fear. Thankfully, Manning Asset Management's Josh Manning feels the same.
Ally Selby
Livewire Markets
Macro

Aussie corporate insolvencies explode: 868 businesses go bust in May, highest since 2015

There has been a sharp increase in insolvencies, led by construction and hospitality, coupled with a huge rise in non-bank RMBS arrears...
Christopher Joye
Coolabah Capital
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