Archive: Insights

Värde Co-CIOs Ilfryn Carstairs, Brad Bauer and Giuseppe Naglieri dissect the market’s contradictory narratives around the unfolding credit cycle and surface the compelling investment opportunities revolving around the cycles’ epicenter: financing dependency. Download Värde Views here. Media ContactVärde Partners Communications and Public Affairs [email protected]

Following a volatile first quarter of 2023, which saw historic bank failures and regulatory intervention, Värde Partners CIOs Ilfryn Carstairs, Giuseppe Naglieri and Brad Bauer discuss the turn in the credit cycle – now accelerating in earnest – and the investing opportunities resulting from rising stress and dislocation across traded and private markets. Download Värde…

Värde Partners CIOs Ilfryn Carstairs, Brad Bauer and Giuseppe Naglieri, reflect on credit markets, areas of opportunity and how they see the current cycle shaping up as we start off 2023 in a position of further uncertainty around inflation, rates and the cost of capital around the world. Download Värde Views here. Media ContactVärde Partners Communications…

With a sharp acceleration in negative pressure across almost all parts of the financial markets, Värde Partners’ CIOs Ilfryn Carstairs, Giuseppe Naglieri and Brad Bauer reflect on the significant likelihood of an “Echo Cycle” and what it means for the credit opportunity set. Download Värde Views here. Media ContactVärde Partners Communications and Public Affairs [email protected]

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…

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]

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 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 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 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…