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At AlbaCore, we focus on the long-term. As one of Europe’s leading alternative credit specialists, we invest in private capital solutions, opportunistic and dislocated credit, and structured products. 

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Specialist in Asia Pacific, China, India and South East Asia and Global Emerging Market equities.

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Our philosophy is very simple. We are constantly searching for high quality businesses and when we acquire them, we will work relentlessly with them to create long-term sustainable value through innovation, ESG-led and proactive asset management.

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formerly Realindex Investments

Leader in active quantitative equities across Australian equities, global equities, emerging markets and global small companies.

Backed by a unique blend of research, portfolio construction and risk management, focused on uncovering original insights and translating them into investment strategies that are active and systematic, aiming to generate alpha.

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Stewart Investors manage investment portfolios on behalf of our clients over the long term and have held shares in some companies for over 20 years. They launched their first investment strategy in 1988.

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Global Credit Income Quarterly Review and Outlook as at December 2015

    Author: Publish Date:

    This quarterly review provides market insights and outlook for the Global Credit Income strategy. Learn more.

    Author: Publish Date:

    Key Highlights 

  • Global investment grade credits largely narrowed over the quarter as investor sentiment started to improve with a little more optimism toward the macro backdrop.
  • Credit valuations appear favourable from a longer-term perspective with spreads falling to levels attractive relative to history although shareholder friendly activity including mergers and acquisition and share buybacks etc. continues to be a risk to credit fundamentals.
  • Although credit spreads were not immediately impacted by the recent US Federal Reserve (Fed) announcement to raise interest rate by 25bps, we remain concerned about the impact on credit markets as the cycle evolves.

    •  

    Please click "Download PDF" for full article.

    Download PDF

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