Banking-Disintermediation as a source of new risk premia

For SIGLO the credit business encompases a much larger space than classic bonds. Hence, SIGLO covers a broad set of investment strategies and markets, which can complement a traditional portfolio of government and corporate bonds. The common denominator of those strategies ist to capture lowly-correlated risk premia with attractive expected returns. We list a couple of examples below: 

• Bank Loans

• Direct Lending

• High Yield Bonds

• Structured Credit

• Trade Finance

• Microfinance

• Emerging and Frontier Market Debt