Incisive Views from Professionals
By Simon Kerr, Publisher of Hedge Fund Insight Bfinance the investment consultant* has recently published its Market Trends Quarterly. In the manager search trends the latest quarter has seen a continuation of strong appetite for private markets strategies, even though recent declines in public markets have left investors with heightened exposures to illiquid assets. Indeed, […] Read more »
By Hedge Fund Insight staff Howard Marks, co-chairman of Oaktree Capital Group, is a closely followed as a commentator on investment matters. Here is a small selection of his comments and prognostications from this year. “Experience is what you got when you didn’t get what you wanted.” “I view alternative investing as like […] Read more »
From Fitch Ratings, with additional content from Hedge Fund Insight staff A total of $2 billion of loan defaults in November led by Millennium Health LLC pushes the trailing 12-month (TTM) default rate to 1.7% from 1.5% at the end of October, according to Fitch Ratings. Millennium’s $1.8 billion Chapter 11 filing on Nov. […] Read more »
“The Economist” (19th November 2011 edition) has just written about the market for assets being spat out of European banks. The article is reproduced below. For my part I see the market for leveraged loans in Europe becoming very attractive to buyers who know how to be selective, with, unlike the bank asset story, an […] Read more »