This content is from: Portfolio The Credit Cycle Is Turning. These Investors Are Taking Advantage. A slew of expected defaults and downgrades presents opportunities in venture debt, DIP financing, and structured real estate products, investors say. By Alicia McElhaney November 09, 2022
This content is from: Premium Icahn’s Private Hedge Fund Posts Third-Quarter Loss The octogenarian activist’s investment portfolio is still slightly up for the year. By Stephen Taub November 09, 2022
This content is from: Portfolio No, That’s Not What Jerome Powell Just Told You! JPMorgan’s Bill Eigen Warns Investors Not to Jump Back Into Fixed Income. “All I do is just listen to the Fed, and I believe them,” says the manager of the Strategic Income Opportunities Fund. By Julie Segal November 11, 2022
This content is from: Portfolio GMO: It’s Times Like This That Offer the Best Opportunities in Emerging Market Debt “There’s value in the asset class,” said Carl Ross, partner and sovereign credit analyst at GMO. By Jessica Hamlin August 22, 2022
This content is from: Portfolio Is It Time For Convertible Bonds? The underlying stocks of convertible bonds are trading at the low end of their historic valuations, according to Advent Capital’s David Hulme. By Hannah Zhang September 07, 2022
This content is from: Portfolio An Activist Saba Takes On Franklin Templeton Boaz Weinstein’s Saba Capital, awash in 2022 profits from credit wagers, is now targeting a trio of Franklin closed-end funds. By Richard Teitelbaum November 15, 2022
