by codegenie | Apr 11, 2018
LNG Capital: Bucking The Credit Hedge Fund Trend 3 April 2018 Rebecca Hampson While credit hedge funds had outflows of -$4.7bn last year, however, one hedge fund LNG Capital was up 20.66%. Considering themselves a European credit expert, the firm’s founder Louis...
by codegenie | Mar 29, 2018
Western Europe ‘ripe’ for investment, says LNG Capital’s Louis Gargour LNG Capital’s Louis Gargour tells Proactive Investors Europe’s at a different place economically than the US. ”The Fed has actually said they’re going to...
by codegenie | Mar 7, 2018
Eastern Europe NPL’s – Opportunity I recently had the opportunity to sit on a panel in Bucharest and discuss the opportunities around Eastern European nonperforming loans. I believe this is an area investor should focus on as outsized returns can be made,...
by codegenie | Feb 6, 2018
Market selloff what does it mean? Why Europe is attractive right now If investors look at flows/technicals of fixed income markets over the past year, there has been significantly more investment flow into investment-grade, not high-yield, as well as more into non-US...
by codegenie | Jan 10, 2018
Bond selloff begins Let us not say we told you so, as we are not the only ones…. however given the confluence of events in the US of ultra low unemployment, moderate growth, and tax and fiscal stimulus led by the Trump administration we anticipate yield curves...