by codegenie | Oct 27, 2016
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 the banking...
by codegenie | Oct 20, 2016
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...
by codegenie | Oct 19, 2016
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 duration. The...
by codegenie | Oct 18, 2016
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...
by codegenie | Jun 18, 2015
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...