News and Insights
Get the latest corporate news and updates about Marathon Asset Management, and explore our latest insights.
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
Richards says it’s Goldilocks for Credit. Who are his 3 Bears?
February 1, 2023Marathon Asset Management Chair and CEO Bruce Richards discusses the outlook for Federal Reserve monetary policy and the credit market. Speaking with Alix Steel and Guy Johnson on “Bloomberg Markets,” Richards also says he thinks the US will see a slowdown in economic activity.
More
Marathon’s CLO & Leveraged Loan Outlook – Karen Lau
January 31, 2023Marathon Asset Management’s Karen Lau, CLO & Leveraged Loan Portfolio Manager, touches on the value proposition in the loan market in the face of inflation, the new rate regime, and corporate earning uncertainty.
More
Marathon’s High Yield Bond Outlook
January 26, 2023Marathon’s Michael Schlembach, High Yield & Multi-Asset Portfolio Manager, discusses the opportunity set in high yield, where discounted bond prices and a favorable quality mix, combined with fundamental sector and credit selection, could provide for a strong risk-reward opportunity in the asset class. Stay Tuned over the coming weeks as Marathon Asset Management’s Portfolio Managers […]
More