MANAGER INSIGHTS

CMBS could be hit harder than the ’08 sub-prime market, says Deer Park Road CIO

CMBS could be hit harder than the ’08 sub-prime market, says Deer Park Road CIO

Deer Park Road is maintaining an aggressive short position in commercial mortgage backed securities as the market continues to fall because of lockdown. Although the Colorado-based structured credit manager, which was established by Michael Craig-Scheckman in 2003, expects to shift to a long position in CMBS when the right entry point emerges towards the end of the year, or in early 2021.

MARKETS

Credit and EM debt offer attractive relative value trading opportunities, says BlueBay's Kettle

Credit and EM debt offer attractive relative value trading opportunities, says BlueBay's Kettle

As global equities markets on both sides of the Atlantic continue to flutter, credit and emerging markets are throwing up comparatively attractive trading opportunities, BlueBay Asset Management, the London-based fixed income and credit-focused hedge fund, said on Thursday.

NEWS

Cheyne Capital gains traction with credit dislocation focus, as long/short hedge fund maintains momentum

Cheyne Capital gains traction with credit dislocation focus, as long/short hedge fund maintains momentum

Cheyne Capital, the London-based credit and multi-strategy alternative investment manager, has continued to attract investor allocations during this year’s turbulence with its focus on market dislocations, as its thematic long/short equity hedge fund notched up successive gains in March and April.

MANAGER INSIGHTS

Sustainable alpha: How a French commando-turned-hedge fund chief is navigating the ESG “fog of war”

Sustainable alpha: How a French commando-turned-hedge fund chief is navigating the ESG “fog of war”

A year after launching Atlas Global Investors, a traditional long/short fundamental equity hedge fund with a core responsible investing focus, Quentin Dumortier is convinced that ESG (environment, social and governance) themes are more important than ever for investors.