July 24, 2024
Värde Views: Credit Market Update
Värde Co-CIOs Brad Bauer, Ilfryn Carstairs, and Giuseppe Naglieri share their views on the state of credit markets coming into the second half of 2024 and discuss the evolution and emergence of investment opportunities across Värde’s platform. Download Värde Views here.
June 3, 2024
Capitalizing on a New Era of Non-Bank Lending
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.
February 1, 2024
Värde Views: 2024 Market Outlook and Opportunities
Värde Co-CIOs Ilfryn Carstairs, Brad Bauer, and Giuseppe Naglieri discuss the outlook and opportunities for credit investing in 2024, examining the forces shaping the economic landscape, areas of potential volatility, and the trajectory of the credit cycle. Download Värde Views here.
September 5, 2023
Värde Views: Private Credit Opportunities in the Wake of Tighter U.S. Banking Regulations
Brad Bauer (Partner & Co-CIO) and Aneek Mamik (Partner, Global Head of Financial Services & Diversified Private Credit) outline how proposed U.S. banking regulatory requirements may exacerbate the supply and demand imbalance for credit and create opportunities for private credit to fill the void, both in the absence of and in partnership with traditional bank…
July 19, 2023
Värde Views: A Cycle Revolving Around Financing Dependency
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.
April 18, 2023
Värde Views: The Evolving Credit Cycle and Investing Landscape
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.