High-Yield Opportunities in Global Airline Debt
“Assets that are comparable on a global scale but with significantly different risk profiles across the United States, Europe, and emerging markets: the airline sector is particularly well-suited for high-yield investors with a flexible geographic mandate, capable of identifying and capitalizing on relative value opportunities wherever they arise.” Jeremy Landau – Portfolio Manager & Senior […]
Renewable Energy: The Rise of Emerging Markets
Beyond Conventional Wisdom Emerging markets carry a persistent reputation: that of economies dependent on a dirty energy mix, largely dominated by coal and hydrocarbons. Under this view, the energy transition is seen as a luxury for developed countries. Emerging economies would supposedly get there later, once their development cycle is complete. The facts tell a […]
The postal code effect or the mispricing of emerging markets: a field of opportunities hidden by the sovereign ceiling
The postal code effect or the mispricing of emerging markets: a field of opportunities hidden by the sovereign ceiling Identifying opportunities under the ceiling: Emerging market mispricing caused by the sovereign ceiling “Identifying and exploiting market dislocations caused by sovereign rating caps provides a distinct source of alpha and illustrates the type of market inefficiency […]