Insights

Andrew Boughen, leveraged loans fund manager, introduces European leveraged loans and highlights the attractions they offer to institutional investors.

This report is a deep dive into APAC retail and the macro fundamentals specific to the region driving the sector.

Focusing on shorter duration sectors in high yield in recent years produced some attractive risk return features. Is that still the case?

Patience may be an underrated strategy, positioning portfolios defensively and keeping powder dry in cash for use when attractive opportunities arise.

In this Q&A, Andrew Boughen, leveraged loans fund manager, explains why European leveraged loans are increasingly popular with pension funds and insurers globally, what makes the loan asset class different to others and the reasons why it could be an opportune time to invest.

The accelerating economic recovery in Europe continues and has attracted investment in the region. So, where is the value?

With issuance likely to increase, the relative value of European ABS is expected to remain attractive to investors.

In recent years, the world has witnessed an array of surprise election outcomes, sometimes accompanied by market reactions that are often behavioural in nature. These ‘episodes’ can create attractive opportunities as market prices and fundamental value diverge.