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.
January 31, 2022
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.
November 2, 2021
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.
April 27, 2021
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.