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.
May 18, 2020
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.
April 9, 2020
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.