by wp-admin | Mar 15, 2022 | Analysis & Performance, GBP, News
Monthly review and performance Markets were weak in February as geopolitical tensions rose significantly following the Russian invasion of Ukraine. Monetary policy remained in focus with rates up on the month (10-year German Bund +12 bps) against a backdrop of high...
by wp-admin | Mar 15, 2022 | Analysis & Performance, GBP, News
As in January, February was a risk-off month. Initially, we saw some volatility linked to inflation, as well as central bank rhetoric regarding quantitative tightening and rising interest rates. On top of that, volatility continued to increase due to the...
by wp-admin | Mar 4, 2022 | News
Article published in Trustnet – GAM Star Credit Opportunities delivered the highest total return over the 10 years of the six funds on the list, at 147.2%.
The fund seeks to generate a steady and high income from the bonds of quality companies, focusing on subordinated debt to capture higher yields.
by wp-admin | Feb 23, 2022 | News
One area where it has been easy to be wrong, is the path of non-performing loans in the European banking system. Against a backdrop of a global pandemic, NPLs have stubbornly continued their downtrend to reach a historic low of 2.1% (EBA number as of Q3 2021).
by wp-admin | Feb 11, 2022 | Analysis & Performance, News
Monthly review and performance January was an overall risk-off month for credit, following overall weak sentiment across risk assets. EUR investment grade (IG) spreads widened fairly consistently throughout the month, ending the month 10 bps wider. Expectations of...