Government Bond Investors Beware

Government Bond Investors Beware

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...
European default rates set to rise

European default rates set to rise

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...
Greek fears weigh on Europe

Greek fears weigh on Europe

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...
European default rates set to rise

LNG Capital launches new share class for flagship fund

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

Fixed-Income Hedge Funds Wrestle with QE

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 simple: buy the...