by Atlanti | Jul 13, 2022 | Analysis & Performance, News, USD
June was a very weak month for risk assets, concluding a weak first half of the year. To put this into context, from a total return perspective, subordinated debt had one of its worst months in the last decade. High CPI numbers and hawkish statements from central banks have …
by Atlanti | Jun 21, 2022 | Analysis & Performance, Climate Bond, News
Monthly review and performance Market sentiment remained weak in May, as spreads on EUR investment grade (IG) widened by slightly over 10 bps on the month to above 160 bps, as a result of macro concerns. Inflation prints continue to surprise to the upside, with both...
by Atlanti | Jun 21, 2022 | Analysis & Performance, EUR, News
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 | Jun 21, 2022 | Analysis & Performance, GBP, News
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 | 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.