In the latest “Bonds in a Blink” episode, Francesco Castelli looks at the recent repricing in rates and the divergence between bonds and risk assets, and what it means for European credit.

This document has been prepared by the investment manager of the SICAV, Banor Capital Ltd., a company authorised and regulated by the Financial Conduct Authority (FCA). The content is for information purposes only and does not constitute investment advice, a recommendation, or an offer/solicitation to buy or sell any investment. Views are those of the speaker and may change. Any views expressed regarding future market conditions, sector performance, or investment returns are forward-looking statements and may not materialise. Actual outcomes may differ materially. Forecasts are not a reliable indicator of future performance. This communication is not directed to any person in any jurisdiction where doing so would be unlawful; distribution may be restricted.

The post European Credit: Rates Stole the Show appeared first on ARISTEA SICAV.

In the new episode of the video series “Bonds in a Blink” Francesco Castelli analyzes the recent volatility in bond markets, including rising interest rate expectations, relatively stable spreads, and new opportunities in illiquid debt.

This document has been prepared by the investment manager of the SICAV, Banor Capital Ltd., a company authorised and regulated by the Financial Conduct Authority (FCA). The content is for information purposes only and does not constitute investment advice, a recommendation, or an offer/solicitation to buy or sell any investment. Views are those of the speaker and may change. Any views expressed regarding future market conditions, sector performance, or investment returns are forward-looking statements and may not materialise. Actual outcomes may differ materially. Forecasts are not a reliable indicator of future performance. This communication is not directed to any person in any jurisdiction where doing so would be unlawful; distribution may be restricted.

The post US BDCS: New Opportunities in Illiquid Credit appeared first on ARISTEA SICAV.

In the latest episode of the video series “Bonds in a Blink”, Francesco Castelli examines the rise in interest rates, the trend in spreads, and the opportunities emerging in the most pressured segments of the credit market.

This document has been prepared by the investment manager of the SICAV, Banor Capital Ltd., a company authorised and regulated by the Financial Conduct Authority (FCA). The content is for information purposes only and does not constitute investment advice, a recommendation, or an offer/solicitation to buy or sell any investment. Views are those of the speaker and may change. Any views expressed regarding future market conditions, sector performance, or investment returns are forward-looking statements and may not materialise. Actual outcomes may differ materially. Forecasts are not a reliable indicator of future performance. This communication is not directed to any person in any jurisdiction where doing so would be unlawful; distribution may be restricted.

The post Geopolitical Tensions and Rate Repricing: Duration or Private Debt? appeared first on ARISTEA SICAV.