Satish Pulle, head of Financials & ABS, Portfolio Manager at ECM Subordinated bonds issued by financial sector companies, predominantly banks, are expected to grow into a stand-alone high-yield bond asset class; investors who create a new bucket for this nascent asset class are likely to be rewarded for their efforts. High yield financials is a […]
Alastair Thomas, head of Rates & Treasury Management at ECM Asset Management – Wells Fargo’s sub-credit boutique – has looked into the implications of US and UK unemployment rates on monetary policy.
Investment opportunities for loans as part of the credit market are growing in Europe, according to Stuart Fuller, the London based portfolio manager at ECM Asset Management.
Henrietta Pacquement, lead portfolio manager at ECM Asset Management, says that despite record levels of central bank supported liquidity at a global level, those responsible for monetary policy still must tread a fine line when communicating their intentions to the market.
Alex Temple, portfolio manager at ECM Asset Management, an independently operated multi-asset credit investor owned by Wells Fargo, says that despite recent mixed messages from central banks, the Federal Reserve is unlikely to taper its QE programme before December.
Jens Vanbrabant, lead portfolio manager at ECM Asset Management, has reviewed the effect that US Federal Reserve moves to taper its QE programme has had on markets, rates and currencies over the summer period.
Duncan Warwick-Champion, head of Corporate Research at ECM Asset Management, has identified two key themes amid the second quarter reporting season that affect views of investment grade corporates.
Alastair Thomas, head of Rates & Treasury Management at ECM Asset Management,
Jens Vanbrabant, portfolio manager at ECM Asset Management, says that investors need to adjust their exposure to European credit markets because of the way they have been affected by the financial crisis in the region.
ECM Asset Management Ltd has launched the Absolute Return Credit Fund (ARC) to gain exposure to the deleveraging credit cycle in the present low growth and low interest rate environment.
Ross Pamphilon, co-chief investment officer and portfolio manager at ECM, says that the current investment climate demands a more selective approach by investors in fixed income.
Stephen Zinser, chief executive officer and co-chief investment officer at ECM, says he is reasonably positive about the prospects for 2013.