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.
January 25, 2023
Värde Views: Opportunities in 2023
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.
July 20, 2022
Värde Views: The Echo is Getting Louder
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.
April 14, 2022
Värde Views: The Covid Echo Cycle
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 credit opportunity set.