As the delayed impact of the unprecedented policy response to Covid plays out and concerns around stagflation take hold, exacerbated by the severe economic consequences of the war in Ukraine, Värde Partners’ CIOs Ilfryn Carstairs, Giuseppe Naglieri and Brad Bauer reflect on the emerging possibility of a rapid “Echo Cycle” and its implications for the…
Archive: Insights
Värde Views: Credit Market Update
With heightened volatility and increased dispersion across markets, Värde Partners’ CIOs Ilfryn Carstairs, Giuseppe Naglieri and Brad Bauer provide their thoughts on the economic conditions affecting the investment landscape, the evolving opportunity set and the outlook for credit markets in 2022. Download Värde Views here. Media ContactVärde Partners Communications and Public Affairs [email protected]
Värde Views: Credit Market Update
With market volatility driven by the surge of the Delta variant, U.S. politics and other factors, amidst a continued global vaccine rollout and positive advances towards a new normal, Värde Partners today shares views on the current economic conditions affecting the investment landscape, the evolving opportunity set, and the outlook for credit markets. Download Värde…
Värde Views: Credit Market Update
Värde Partners today shares an update on the economic conditions affecting the investment landscape, the evolving opportunity set and the outlook for credit markets as Covid-related tail risks continue to diminish, and the path to a new normal begins to take shape. Download Värde Views here featuring commentary from Värde Partners’ CIOs Ilfryn Carstairs, Giuseppe Naglieri…
Värde Views: Unprecedented Government Intervention Will Not Prevent Historic Wave of Defaults
Värde Partners today shares a discussion with Partners and Deputy Chief Investment Officers Brad Bauer and Giuseppe Naglieri on the impact of government intervention to date and why they believe these actions, while necessary, have limitations in their collective ability to prevent a wave of defaults as the credit cycle plays out. With global corporate…
Värde Views: Phases of a Credit Cycle – A Map of What’s to Come
Värde Partners today shares an update from Co-CEOs George G. Hicks and Ilfryn C. Carstairs on the current market environment and state of the business, setting out the phases of a credit cycle and what to expect as it evolves. Download Värde Views here featuring excerpts from a recent webcast for approximately 400 investors from around the…
Värde Partners Founder on Leaving a Lasting Legacy
Värde’s Head of Real Estate Lending, Jim Dunbar, spoke with PERE Credit for a keynote interview discussing opportunities and trends in commercial real estate lending. Jim outlines the macro forces converging to reshape the CRE finance landscape, the sectors Värde finds most compelling today and the role CRE debt plays in investors’ portfolios.
Lessons from Traffic Jams
Värde’s Head of Real Estate Lending, Jim Dunbar, spoke with PERE Credit for a keynote interview discussing opportunities and trends in commercial real estate lending. Jim outlines the macro forces converging to reshape the CRE finance landscape, the sectors Värde finds most compelling today and the role CRE debt plays in investors’ portfolios.
Why Getting Workplace Diversity Right Isn’t for the Faint-Hearted
Värde’s Head of Real Estate Lending, Jim Dunbar, spoke with PERE Credit for a keynote interview discussing opportunities and trends in commercial real estate lending. Jim outlines the macro forces converging to reshape the CRE finance landscape, the sectors Värde finds most compelling today and the role CRE debt plays in investors’ portfolios.
He bought $5m of bonds on my recommendation
Värde’s Head of Real Estate Lending, Jim Dunbar, spoke with PERE Credit for a keynote interview discussing opportunities and trends in commercial real estate lending. Jim outlines the macro forces converging to reshape the CRE finance landscape, the sectors Värde finds most compelling today and the role CRE debt plays in investors’ portfolios.