Lyxor / Chenavari Credit Fund (UCITS) – Investor Letter
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 hig
Lyxor / Chenavari Credit Fund (UCITS) – Positioning and Performance on Monday 20 March 2023
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
Lyxor / Chenavari Credit Fund (UCITS) – Capitalising on the return of the Credit Cycle
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
Lyxor / Chenavari Credit Fund (UCITS) – 2022 Annual Letter
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
Bloomberg TV – Chenavari CEO discusses the impact of Russia-Ukraine crisis
Interview extracts Loic FERY, Chenavari CEO - Bloomberg TV by Francine Lacqua - February 28th 2022
Bloomberg TV – Chenavari CEO discusses the impact of Russia-Ukraine crisis
Interview extracts Loic FERY, Chenavari CEO - Bloomberg TV by Francine Lacqua - February 28th 2022
Lyxor / Chenavari Credit Fund (UCITS) – 2021 Annual Letter
After a bruising 2020, 2021 very much resembles the unmemorable sequel of a 1980s disaster movie: the same plot lines with yet more drama (a resistant variant), some new twists (in
Lyxor / Chenavari Credit Fund (UCITS) – Update November 2021
A memorable Black Friday. The news of the variant B.1.1.529 (“Omicron”) spreading rapidly and showing multiple mutations on its spike protein, hence questioning the efficacy of