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Oct 8, 2024 | 
fundspeople.com | Sriram Reddy
Sriram Reddy, managing director de Crédito, presenta el Man Group Credit Outlook, un repaso completo de las oportunidades de dicho segmento de cara al cuarto trimestre de 2024. Comentario patrocinado por Man Group. Regístrate en FundsPeople, la comunidad de más de 200.000 profesionales del mundo de la gestión de activos y patrimonios.
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Oct 1, 2024 | 
man.com | Sriram Reddy
Key takeaways: Markets’ enthusiasm following the Federal Reserve’s (Fed) rate cut overlooks emerging signs of strain among consumers and some companies Cyclical segments of the market have not yet translated recent data into wider credit spreads, warranting a careful approach to security selection in the coming quarters We see select opportunities across both public and private credit where investors can lock in attractive yields relative to declining money market yields The last quarter was...
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Jul 11, 2024 | 
man.com | Sriram Reddy
Dissonance between perception and reality persists, creating notable opportunity.
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Mar 18, 2024 | 
man.com | Mike Scott |Matthew Moniot |Zeshan Ashfaque |Sriram Reddy
Europe, Middle East, Africa Select from Europe, Middle East, Africa Americas Select from Americas Asia-Pacific Select from Asia-Pacific I would like to subscribe to (please select): Category Systematic Discretionary Real Assets Responsible Investment Innovation Market Views Views From the Floor Man FRM Early View The Road Ahead Academic Research Podcasts A Sustainable Future Long Story Short In Focus Investor manager Man Group Man AHL Man Numeric Man GLG Man GPM Man Varagon Man FRM Choose...
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Feb 29, 2024 | 
man.com | Sriram Reddy
All market data referenced below sourced from Bloomberg unless otherwise specified. After one of the most aggressive interest rate hiking rate cycles in decades, today’s market is awash with commentary and debate on whether the Federal Reserve (Fed) has pulled off an elusive soft landing and swerved recession.
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Dec 31, 2023 | 
man.com | Sriram Reddy |Man GLG
The biggest surprise to us in 2023 was the way in which economies shrugged off the most rapid Federal Reserve (Fed) monetary tightening since the 1980s. Furthermore, markets have quickly latched on to the idea of early and aggressive rate cuts in 2024 as inflation normalises.
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Sep 28, 2023 | 
man.com | Sriram Reddy |Man GLG
Bond markets struggled with rate hikes in 2022. Are they ready for what comes next? Read ArticleIn an earlier article, we wrote about our expectations that the monetary policy path would continue to be restrictive and that rates would remain higher for longer, which is now playing out and we are seeing the market grappling with this new reality.
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Sep 28, 2023 | 
man.com | Sriram Reddy |Man GLG
Bond markets struggled with rate hikes in 2022. Are they ready for what comes next? Read ArticleIn an earlier article, we wrote about our expectations that the monetary policy path would continue to be restrictive and that rates would remain higher for longer, which is now playing out and we are seeing the market grappling with this new reality.
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Jun 29, 2023 | 
man.com | Sriram Reddy |Man GLG
I would like to subscribe to (please select): Category Systematic Discretionary Real Assets Responsible Investment Innovation Market Views Views From the Floor Man FRM Early View The Road Ahead Academic Research Podcasts A Sustainable Future Long Story Short In Focus Investor manager Man Group Man AHL Man Numeric Man GLG Man GPM Man FRM Choose your delivery preferences: As soon as they are published Bundled together in a weekly email To show us you are human, please complete the following....
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Mar 20, 2023 | 
man.com | Sriram Reddy |Man GLG
IntroductionWe have been speaking about the end of the credit cycle for some time, but the speed of the developments in the first quarter of this year has left us pretty surprised. A sector that was seen as healthy – banking – has come under pressure largely through poor risk management at a few institutions, which has led to broader concerns across the banking industry. It does show that trying to time the end of the credit cycle can be challenging, as it can occur “gradually and then suddenly”.
