How many people do you think die from snake bites?
Credit outlook: The emperor is naked
Despite our repeated concerns about high corporate leverage and too much risk appetite, it is only now that credit markets are beginning to react to the global economic slowdown, and the next recession is being openly discussed.
It’s not all black and white when it comes to SDGs
Measuring a company’s contribution to the UN SDGs is not that straightforward.
Data sets – factor investing in corporate bonds
A research-driven approach is at the core of everything we do.
Don’t overshoot the exit
As with most asset classes, specific segments within credits always offer attractive opportunities.
Factor investing in corporate bond markets - Client Case Studies