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Tuesday, 18 December 2018

Commentary

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  • Beckett

    A golden opportunity in stressed Turkish markets

    By David Beckett, head of Europe, SC Lowy, Berkay Oncel, European loan trader, SC Lowy

    Turkey’s secondary debt markets are starting to offer select opportunities following this year’s collapse in the Turkish lira and as a growing number of borrowers face difficulties caused by the weaker currency and a difficult operating environment.

  • Beckett

    Secondary loan supply increases as IFRS 9 bites

    By David Beckett, head of Europe, SC Lowy

    Participants in the secondary loan market are eyeing the possibility that more supply will be up for sale from banks as the IFRS 9 accounting regime is expected to be applied with rigour in its first year.

  • Martin Haycock, senior partner, Fisch Asset Management

    Convertible Bonds – A Renaissance

    By Martin Haycock, senior partner, Fisch Asset Management

    Many investors are presently conflicted. The macroeconomic environment supports a positive view on risk assets with growth across much of the world. Yet valuations in debt and equity markets are sufficiently high that investors are nervous about corrections.

  • Jakarta sharia

    Using sharia structures for humanitarian giving

    By Farmida Bi, partner, Norton Rose Fulbright

    A landmark fundraising last year for the International Committee of the Red Cross that linked investor returns to delivery on humanitarian targets could just be the start for charitable funding, with considerable scope to build on the humanitarian impact bond structure.

  • Keith Mullin

    What sank Popular? Supervisory negligence

    Keith Mullin assesses the aftermath of Spanish lender Banco Popular’s collapse

  • Laundry hangs from a houseboat at the Prinsengracht canal in Amsterdam

    Going Dutch: European investors head to the Netherlands’ mortgage market

    By Emmanuel Issanchou, global head of structured credit & solutions at Natixis

    Non-bank mortgage lending is on the rise in the Dutch market

  • Beckett

    Europe’s loan market stuck in a liquidity trap

    By David Beckett, head of sourcing, SC Lowy

    Addressing the imbalances in Europe’s loan market

  • David Beckett

    Navigating the Middle East credit storm

    By David Beckett, head of sourcing, SC Lowy

    The Saudi-led OPEC strategy to usher in an era of cheap oil was always expected to put the squeeze on new US shale drillers. What was perhaps less expected was the degree to which the pain would also be felt in the financial markets of the Middle East.