Octagon Credit Investors’ Post

In our latest blog, explore how intelligence from the grey market enhances an investor's perspective on new bond deals, providing valuable demand and pricing indicators. Read more: https://bit.ly/4abgEVB #AssetManagement #GreyMarket #Fintech

What are the evolving dynamics in the private credit market? Symon Drake-Brockman, Co-Founder and Managing Partner at Pemberton Asset Management, recently shared his insights with Giovanni Amodeo from ION Analytics / Debtwire. Topics included the role of technology in private debt and the current market landscape, including the differences between Europe and the U.S. in alternative lending, and the growing importance of NAV financing, as it transitions from traditional banks to the alternative lending sector, presenting new opportunities for investors. Watch a clip of the interview below and the full version here: https://lnkd.in/ej3VNeDg

Key takeaways from the European private credit market on 🔑 Consolidation, Human Expertise, Differentiation, NAV Financing Growth, Buy-and-Build Strategy

Issue 350 online now! - https://lnkd.in/eFJm65yR As Pirum approaches 25 years, Philip Morgan and Jacob Koopmans share their thoughts on where the company is today. Tim Smith, managing director of data insights at Hazeltree , delves into how regulation is transforming the securities lending landscape and how technology plays a critical role in this evolution. Major moves at Fidelity Investments, Clear Street, Wematch.live and Mirae Asset Securities.

"Our thanks go to each person who has generously committed their time to our Client Advisory Board. In the last three years, Tradefeedr has scaled significantly, incorporating more buy-side clients, LPs, and platforms into the ecosystem. To maintain our leading position, innovation is key – both in refining our current offerings and developing new services. Insights from our Buy-Side Client Advisory Board will be instrumental in meeting customer needs and guiding investment in new and impactful products for our extensive client network" - Balraj Bassi, Tradefeedr The Buy-side Client Advisory Board members include: Alan Martin Lucero, FX Trader at Norges Investment Management Ayo A., Trade Cost Analyst at Brevan Howard Brendan McMurtray, CFA, Vice President, FX Electronic Trading at T.Rowe Price David Biser, CFA, Director of Trading at Campbell and Company Eric Brown, Trader at T.Rowe Price Gordon Noonan, CFA, Global Head of FX Trading at Schroders Grayson Niehaus, CFA, FX Trader at Invesco Michal M., Quant Macro at BlueCrest Nicholas Nellis, Senior Trader at MEAG Rich Turner, Senior FX Trader at Insight Investments Ronald Lagarde, Senior Trader at APG Stefan Helber, Senior FX Trader at DWS Tjerk Methorst, Treasury & Trading at PGGM #tradefeedr #liquidity #analytics #fx #buyside #liquidityproviders https://lnkd.in/dKsKQ8JD

Our Head of European Leveraged Credit Loic Prevot shared his thoughts with Bloomberg's Laura Benitez on the growing demand for CLO equity strategies. In this article, Loic highlights the changing perception of CLO strategies and the asset class’s performance in recent years, including during periods of heightened volatility. You can read the full article here: https://lnkd.in/e2GBtyHU #CLO #PrivateCredit #PrivateMarkets Nothing contained herein should be construed as an endorsement of Polus.

6 years Prosper Global Macro Vs. JPM Macro Opps, Ruffer Total Return (the two largest funds in Absolute return Multi-Asset), BNY Multi-Asset Diversified Return and Charteris Macro (the 1 and 2 funds in Citywire Absolute Return Multi-Asset peer Group over 5 years)

In today's dynamic financial landscape, quantitative analysis is revolutionizing asset management. From optimizing portfolios and managing risks to developing predictive models and algorithmic trading strategies, quants are driving data-driven decision-making. Their expertise in statistical arbitrage, factor investing, derivatives pricing, and performance attribution is essential for maximizing returns and mitigating risks. By automating processes and conducting stress tests, quants enable asset managers to navigate market complexities efficiently. Embrace the future of finance with the power of quantitative analysis! #Finance #AssetManagement #QuantitativeAnalysis #RiskManagement #PortfolioOptimization #AlgorithmicTrading #PredictiveAnalytics #FactorInvesting #FinTech #InvestmentStrategies

In this final clip from ViewTrade’s Overnight Trading video, James St. Clair talks about challenges around educating clients and the reliability of market access. He closes out the series by sharing his prediction that a true 24-hour market will likely become as common as pre-market and post-market trading sessions in the near future. You can watch the full video here: https://hubs.la/Q02BbgmW0 For more information on how ViewTrade can help your firm power its overnight trading capabilities, get in touch with our expert team: https://hubs.la/Q02BbB600 #24X5withViewtrade #trading #investing #fintech

Our perspective on the structural market appetite for MA investing