Chenavari Market Insights
Chenavari Market Insights
Latest Chenavari Market Insights
Reality Check. In this letter we analyse the reasons behind our YTD performance, and discuss why we believe that going forward the Fund is well positioned to achieve its mid to high single digits annual performance target.
With the Sunday news that UBS was buying out Credit Suisse, with the AT1 being wiped out whilst equity holders were getting “a little something”, Monday was always going to be a bleak day for the AT1 asset class. The key question for wider markets was...
After a trend-breaking year in 2022, Credit has come back as an asset class of choice thanks to the return of yield. Our aim is to capitalise on the upside stemming from the return of carry (and the much-improved market environment), and yet ensure that...
Back to basics in 2022: after a couple of years building expertise on pandemics and the efficacy of mRNA vaccines, the brutal surge of inflation brought us back to Econ 101 - with a bang. The ensuing increase in rates by Central Banks and significant...
In this latest podcast, we discuss investments in Ireland, Spain, Germany, how the current macro environment is influencing deal flow, and how the team sources credit opportunities for its three main strategies spanning Corporate Credit, Real Assets and...
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