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With the mixed macroeconomic backdrop seeing more private companies delay plans to go public, liberty street advisors’ christian munafo discusses the specific appeal of late-stage companies over their early-stage peers. Christian also explains why the tougher exit environment can present new opportunities for investors.
At GAM Investments, our purpose is to protect and enhance our clients’ financial future. As part of this, we are constantly challenging ourselves to think beyond the obvious. In the Thematic Thoughts series, we highlight emerging sustainability ideas and themes that could present investment opportunities.
During the second quarter, there were three positive catalysts for subordinated debt: a strong earnings season, banks calling their callable perpetuals and the primary market reopening. Gregoire Mivelaz reflects on the key events of the second quarter and explores why he believes subordinated debt could outperform high yield going forward.
In his latest video update, Gregoire Mivelaz discusses the events of the early part of this year and what they meant for investors in subordinated debt, highlighting the continued quality of issuers and why he is closely monitoring callable perpetuals which have repriced to maturity versus next call date.
As markets change over time, we’re ready for the challenge. Independent and with a global presence, we have long recognised across all areas of our business that results beyond the ordinary can best be achieved by thinking beyond the obvious. Hear the latest views from our investment managers.