The recent selloff in credit markets has opened up attractive opportunities. Rapid unwinds hit currency, equity and credit markets trading at hefty multiples and compressed spreads due to crowded carry trades. The losers have not been riskier assets, but "high quality" crowded trades, like investment grade CDS indices as well as short volatility strategies. The winners are strategies who are nimble and can pick up high quality assets quickly, when opportunities arise. For more on our strategy and views at Andromeda Capital Management, as well as our latest investor letters and webcast from earlier this week, please see: https://lnkd.in/gBesRnbU
Alberto Gallo, CFA’s Post
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Interesting take on credit market by Alberto Gallo, CFA Andromeda Capital Management. On our side we continue to see pocket of opportunity in energy and other less funded #credit sectors as well as in US small caps that need to refinance their debt through convertible bonds. #bonds #fixedincome
The recent selloff in credit markets has opened up attractive opportunities. Rapid unwinds hit currency, equity and credit markets trading at hefty multiples and compressed spreads due to crowded carry trades. The losers have not been riskier assets, but "high quality" crowded trades, like investment grade CDS indices as well as short volatility strategies. The winners are strategies who are nimble and can pick up high quality assets quickly, when opportunities arise. For more on our strategy and views at Andromeda Capital Management, as well as our latest investor letters and webcast from earlier this week, please see: https://lnkd.in/gBesRnbU
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What is an asset class? A certain group of assets that have the same, or similar, characteristics in terms of nature, type, risk-return profiles, revenue generation patters, etc. An asset class consists of... https://lnkd.in/dXUcXN8K #finance #investing #investingtips #investment #asset #assets #assetclass #assetclasses #fincyclopedia #investing_glossary #fincyclopedia #financial_encyclopedia
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"Given the market volatility changes in the past few years, Advanced Markets Group, with its focus on ultra-low latency, institutional grade execution, and aggregation of best-in-class liquidity providers, is uniquely positioned to deliver Tier 1 multi-asset solutions to the clients which aligns with my vision and makes me excited to start the new chapter" - Oksana Remez, Finalto #finalto #advancedmarkets #liquidity #execution #multiasset https://lnkd.in/d5BdU-pM
Advanced Markets appoints ex-Finalto Oksana Remez
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Recently, Manju Boraiah, Allspring’s Head of Systematic Edge Fixed Income and Custom SMA Investments, took part in a panel discussion on systematic fixed income at the 2024 J.P. Morgan Macro Quantitative & Derivatives Conference. Here are 3 key takeaways from their conversation: ✔ There has been a recent surge in demand for systematic fixed income strategies (especially systematic credit) in the investment community. ✔ Demand for customization and factor-driven solutions has been the key driver of growth across different investment segments (including both institutional and retail). ✔ Demand for privates (especially private credit/debt) is surging among investors, which has led to recent innovations in the product space to bring public and private markets under one umbrella. Manju Boraiah Riti Samanta Arun Jain Parker Tom
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Hit financial milestones with Stoxverse, where every investment is a winning shot! 🏏💼 #stockmarketsuccess #tradingcalls 〰〰〰〰〰〰〰〰〰〰〰〰〰〰〰 🌐 𝐒𝐢𝐠𝐧 𝐔𝐩 𝐍𝐨𝐰 👉: https://lnkd.in/gcpMtz8w ☎️ 𝐂𝐚𝐥𝐥: +𝟗𝟏 𝟗𝟔𝟓𝟐𝟖𝟏𝟏𝟗𝟏𝟏 🎯 𝐒𝐄𝐁𝐈 𝐑𝐞𝐠𝐢𝐬𝐭𝐫𝐚𝐭𝐢𝐨𝐧 𝐍𝐨: 𝐈𝐍𝐇𝟎𝟎𝟎𝟎𝟏𝟑𝟒𝟏𝟏 〰〰〰〰〰〰〰〰〰〰〰〰〰〰〰 #stockmarketindia #stockmarket #sharemarket #sensex #nifty #bse #nse #investing #trading #finance #research #sensex #bombaystockexchange #bse30 #index #viral #stocknews #stockmarket #shares #stockstotrade #trendingnews #stockupdate #marketinsights #successtrading #ipl #indianpremierleague
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Explore the latest innovations in fixed income indexing and how they have enhanced liquidity and transparency, while helping to make the traditional bond market more accessible. https://okt.to/wyJcP4
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In today’s rapidly evolving financial landscape, the bond markets are undergoing a significant transformation! 🚀 This useful article sheds light on how innovative indexing strategies are making fixed income investments more accessible to a broader range of investors. 📈✨ As we witness this shift, it’s crucial for businesses and investors alike to understand the implications of these changes. The democratization of bond markets not only opens doors for retail investors 🚪💰 but also enhances portfolio diversification and risk management for institutional players. 📊🔍 At S&P Global, we are committed to providing insights and tools that empower our clients to navigate these developments effectively. 💡🛠️ Whether you’re looking to expand your investment horizons 🌅 or refine your strategies in fixed income, our resources can help you stay ahead of the curve! 📚📊 Let’s embrace the evolution of fixed income together! 💪🌟 #FixedIncome #BondMarkets #InvestmentStrategy #S&PGlobal #FinancialInnovation
Explore the latest innovations in fixed income indexing and how they have enhanced liquidity and transparency, while helping to make the traditional bond market more accessible. https://okt.to/wyJcP4
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#Fintoo Market Morning Notes 14th March 2024 🗓️ From short term perspective, Sensex has rested the breakout line and markets have good potential to rebound and touch 23,500 in Nifty terms if this breakout in Sensex holds firmly in today’s trade. 💹 🖋️Read here for a complete analysis 👇: https://rb.gy/yx6dyj . . . #stockstowatch #stockmarketindia #AskFintoo #marketupdate #dailystockmarket #TradingTips #StockoftheDay #StocksToBuy #StocksInFocus #StockMarket #GIFTNIFTY #stockstotrade
Market Morning Notes For 14th March 2024 - Fintoo Blog
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#Fintoo Market Morning Notes 14th March 2024 🗓️ From short term perspective, Sensex has rested the breakout line and markets have good potential to rebound and touch 23,500 in Nifty terms if this breakout in Sensex holds firmly in today’s trade. 💹 🖋️Read here for a complete analysis 👇: https://rb.gy/yx6dyj . . . #stockstowatch #stockmarketindia #AskFintoo #marketupdate #dailystockmarket #TradingTips #StockoftheDay #StocksToBuy #StocksInFocus #StockMarket #GIFTNIFTY #stockstotrade
Market Morning Notes For 14th March 2024 - Fintoo Blog
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Managing Director @ BlackRock | Investments, DEI
4moVery interesting thank you - do I gather you prefer euro credit on less crowdedness ?