News and Insights
Get the latest corporate news and updates about Marathon Asset Management, and explore our latest insights.
The EM Credit Opportunity
March 8, 2023Market Is Constructive Global Trends: Since the start of the year, markets have priced in further rate hikes by the Fed on the back of stronger economic and stickier inflation data. This has led to a recent increase in volatility as measured by the MOVE index, which tracks the volatility of US rates markets. We […]
More
Marathon’s Distressed & Dislocated Credit Outlook – Jason Friedman
March 1, 2023Marathon Asset Management believes we are entering the largest-ever global opportunity set within distressed and dislocated credit. Listen in to hear Jason Friedman, Partner & Global Head of Business Development, share his views as to why.
More
Marathon’s Private Asset-Based Lending Outlook – Ed Cong
February 27, 2023Marathon Asset Management’s Edward Cong, Principal & Structured Credit PM, touches on the scale and opportunity set within the Private Asset-Based Lending market. This frequently under-allocated sector within private credit concentrates on investments with robust hard-asset coverage ratios and strong cash flows, while offering an ability to extract additional return premia through customized sourcing and […]
More
Marathon’s Liquid Structured Credit Outlook – Ed Cong
February 20, 2023Marathon Asset Management’s Edward Cong, Principal & Structured Credit PM, discusses how liquid structured credit securities can be utilized as an accretive diversifier for fixed income portfolios due to their historically attractive yields, hard asset and structural protections, as well as short duration.
More
Marathon’s Emerging Markets Outlook – Andrew Szmulewicz
February 13, 2023Marathon Asset Management’s Andrew Szmulewicz, Senior EM Portfolio Manager, discusses the tailwinds present within Emerging Markets and the ripe opportunity set in 2023 and beyond.
More