Focus
Focus is a thematic publication that analyses an investment opportunity.
On the way to “slowbalisation”?

“Slowbalisation”, which began even before the start of Covid-19, is a counter-trend to globalization. The pandemic could further accentuate this ph [...]

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Beyond sustainable investing - Combining green returns with [...]

The Mediterranean’s sperm whales and their ecosystem may seem an unlikely investment target. But a new finance model puts the fruits of investments [...]

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ESG Litigation Finance - Investing in accountability

Litigation is a costly procedure. Available resources can have a substantial impact on outcomes, and smaller players are often disadvantaged agains [...]

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Covid will drive green bond issuance as shift to sustainabil [...]

The catastrophe of Covid-19 has given the world one silver lining. A wake-up call. A sobering vision of the future, and the economic and social dev [...]

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Ten credit markets warnings that signal long-term alpha pote [...]

The longest equity bull market since the Second World War led to high valuations and increased leverage. Now as the cycle turns, valuation multiple [...]

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Investment views - Get used to a post COVID-19 world

In January 2020, we published an article where we said: “In a late-cycle environment, fuelled by record amounts of leverage and debt issuances, we [...]

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How investors can mitigate a second wave meltdown

As governments across the globe gradually ease lockdown measures, investors are turning their focus to the shape of the economic recovery. While ca [...]

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Covid-19 tail risk shows importance of true uncorrelated ret [...]

During SYZ’s annual alternatives conference in January, CQS founder Sir Michael Hintze foretold the assembled group of influential investors an imm [...]

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The 2020 yield hunting season has begun

In this focus piece we take a closer look at the fundamental, technical and valuation characteristics of global credit markets and their potential [...]

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