by Atlanti | Jun 21, 2022 | Analysis & Performance, News, USD
May was volatile, although sentiment started turning slightly more positive at the end of the month. Spreads on subordinated debt of financials remain extremely wide. A number of our holdings have spreads well above 450 bps. Concerns regarding inflation remain and...
by Atlanti | May 25, 2022 | News
We are pleased to share the news that Anthony Smouha, was awarded ‘Best Alpha Manager of the Year 2022’ at the FE fundinfo Alpha Manager of the Year Awards for the GAM Star Credit Opportunities Fund, not just for the bond fund category, (which he won also! ) but manager of the year across all categories.
by Atlanti | May 24, 2022 | Analysis & Performance, EUR, News
As has been the case for most of this year, April was a weak month. Spreads on subordinated debt of financials widened significantly. This was partially due to concerns on inflation, which could lead central banks to tighten more aggressively than anticipated....
by Atlanti | May 24, 2022 | Analysis & Performance, News
Monthly review and performance Market sentiment deteriorated in April, with EUR investment grade (IG) spreads widening by more than 20 bps on the month to around 150 bps. Weak sentiment was driven by both macro headwinds, ongoing geopolitical tensions and more...
by Atlanti | May 24, 2022 | Analysis & Performance, GBP, News
As has been the case for most of this year, April was a weak month. Spreads on subordinated debt of financials widened significantly. This was partially due to concerns on inflation, which could lead central banks to tighten more aggressively than anticipated....