The low level of liquidity in fixed income markets makes ETFs vulnerable says Louis Gargour, managing partner and CIO of LNG Capital.“I think it’s a very unappreciated big financial risk,” he says, citing data that reveals proprietary trading capital in high yield in...

 Veteran hedge fund manager finds returns in actively managed fixed incomeMon, 26/11/2018 - 10:43By Beverly Chandler  With an annualised return since 2011 of 12.95 per cent placing it in the top decile of fixed income hedge fund performance tables, LNG...

LNG Capital: Bucking The Credit Hedge Fund Trend 3 April 2018 Rebecca Hampson While credit hedge funds had outflows of -$4.7bn last year, however, one hedge fund LNG Capital was up 20.66%. Considering themselves a European credit expert, the firm’s founder...

Western Europe 'ripe' for investment, says LNG Capital's Louis Gargour LNG Capital's Louis Gargour tells Proactive Investors Europe's at a different place economically than the US. ''The Fed has actually said they're going to raise rates four times this...

Eastern Europe NPL's - Opportunity I recently had the opportunity to sit on a panel in Bucharest and discuss the opportunities around Eastern European nonperforming loans. I believe this is an area investor should focus on as outsized returns can be made,...

Market selloff what does it mean? Why Europe is attractive right now If investors look at flows/technicals of fixed income markets over the past year, there has been significantly more investment flow into investment-grade, not high-yield, as well as more...

Bond selloff begins Let us not say we told you so, as we are not the only ones.... however given the confluence of events in the US of ultra low unemployment, moderate growth, and tax and fiscal stimulus led by the Trump administration we anticipate yield...

Greek Debt Swap - Very Interesting Trade Investors should be looking carefully at the Greek governments' potential debt swap. Our analysis points to the fact that this deal will be very attractive for a number of reasons, and that investors should be...

The search for yield continues, with government bonds demonstrating very little absolute return i.e. return adjusted for inflation. Contrary to popular analysis US treasuries have headed lower in terms of yield not higher, the European Central Bank has...

Louis Gargour - Bloomberg TV

A wise colleague once said to me "once you read about it in the financial press you want to do exactly the opposite of what you read". The current debate raging is about performance of active management vs. passive management, and the argument has merit...

Is Europe Finished? Should we short EU Govt Bonds soon? We are seeing significant nationalistic and populist trends worldwide, Europe is no exception. 2017 is the year of significant change in the European political landscape with France going to the polls...

Italian Banks Clean-up time - Running out of time Investors biggest criticisms and concerns in looking at Europe is that its banking system has yet to be completely cleaned up. Specifically Italian banks stand out as the biggest problem in the banking...

LNG Capital CIO sees Italy referendum loss, debt sell-off By Simon Jessop LONDON (Reuters) - The founder and chief investment officer of credit hedge fund LNG Capital said the Italian government will likely lose a December referendum on reforming the...

Just when you thought it was safe to invest in bonds again, we are seeing bond yields increase globally on the back of Trump winning the US elections. More importantly we believe that we will begin to see very similar changes of government across the EU...

Brexit Squared - What Trump's Victory Means for Bonds Our initial observation is that Globalization has run into a wall. Brexit in the UK and the election of a right wing Republican president running on a platform of protectionism and immigration reforms...

Investors should watch this space carefully As readers must know, we are currently in the midst of a back and forth between the Italian state and the ECB in terms of the recapitalization of Italian banks, and more importantly stabilization of confidence in...

2016:The Year of the 'Asset Picker'? LNG Capital CEO and CIO, Louis Gargour, discusses which companies could perform well in the stock markets over 2016, with specific reference to mining stocks.

Government bond investors should be very concerned, the current yield levels exhibited by G10 economies are not sustainable, and interest rate sensitivity in global portfolios is at an all-time high as a result of low rates and investors extending...

European default rates set to rise Founder & Senior Portfolio Manager European Fixed Income Specialist European default rates set to rise. As a delegate at today's annual European high-yield conference hosted by AFME, I wanted to comment on the topics...

LNG Capital Shorts Junk Bonds as Selloff Spreads to Europe Haven LNG, a London-based hedge fund that focuses on credit markets in western Europe, is shorting some of the region’s safest junk bonds as the global selloff spreads. Read the full article...

Greek fears weigh on Europe Louis Gargour, chief investment officer and managing partner of LNG Capital, talks about what might happen to the euro if Greece defaults on its debts and exits the union. See the video here.

LNG Capital launches new share class for flagship fund LNG Capital has launched a new share class for its flagship Europa Credit Fund to meet the requirements of a new investor that has made a very significant capital allocation to the Fund. The new investor is a...

Fixed-Income Hedge Funds Wrestle with QE By Laurence Fletcher One month into the European Central Bank’s massive bond-buying program, fixed income hedge fund managers are trying to get their heads round how to trade it. At first glance, the answer is...

Debut Bond Sales Swell in Europe as Risks Mount:Credit Markets Abigail Moses and Jennifer Joan Lee 25 June 2014, 16:31 BST Companies are debuting a record amount of bonds in Europe as investors demanding higher yields show greater tolerance for...

LNG Capital’s managing partner and cief investment officer Louis Gargour is something of a hedge fund industry veteran in the credit and fixed income space….

Louis Gargour talks about LNG Capital, his hedge fund firm, and about current opportunities within the European credit market. ByOpalesque Dec 20, 2013 1:41 PM EST By Benedicte Gravrand GENEVA (TheStreet) -- Louis Gargour is a Wall Street veteran who has...

The low level of liquidity in fixed income markets makes ETFs vulnerable says Louis Gargour, managing partner and CIO of LNG Capital.“I think it’s a very unappreciated big financial risk,” he says, citing data that reveals proprietary trading capital in high yield in...

 Veteran hedge fund manager finds returns in actively managed fixed incomeMon, 26/11/2018 - 10:43By Beverly Chandler  With an annualised return since 2011 of 12.95 per cent placing it in the top decile of fixed income hedge fund performance tables, LNG...

LNG Capital: Bucking The Credit Hedge Fund Trend 3 April 2018 Rebecca Hampson While credit hedge funds had outflows of -$4.7bn last year, however, one hedge fund LNG Capital was up 20.66%. Considering themselves a European credit expert, the firm’s founder...

Western Europe 'ripe' for investment, says LNG Capital's Louis Gargour LNG Capital's Louis Gargour tells Proactive Investors Europe's at a different place economically than the US. ''The Fed has actually said they're going to raise rates four times this...

Eastern Europe NPL's - Opportunity I recently had the opportunity to sit on a panel in Bucharest and discuss the opportunities around Eastern European nonperforming loans. I believe this is an area investor should focus on as outsized returns can be made,...

Market selloff what does it mean? Why Europe is attractive right now If investors look at flows/technicals of fixed income markets over the past year, there has been significantly more investment flow into investment-grade, not high-yield, as well as more...

Bond selloff begins Let us not say we told you so, as we are not the only ones.... however given the confluence of events in the US of ultra low unemployment, moderate growth, and tax and fiscal stimulus led by the Trump administration we anticipate yield...

Greek Debt Swap - Very Interesting Trade Investors should be looking carefully at the Greek governments' potential debt swap. Our analysis points to the fact that this deal will be very attractive for a number of reasons, and that investors should be...

The search for yield continues, with government bonds demonstrating very little absolute return i.e. return adjusted for inflation. Contrary to popular analysis US treasuries have headed lower in terms of yield not higher, the European Central Bank has...