Destra Insights

A comprehensive analysis of the credit market's performance over the past year. It highlights the exceptional performance of Destra's Credit Strategies Indicator (CSI), which saw all its eighteen subcategories achieving positive growth,

November was a remarkable month in the credit markets, with the Destra Credit Strategies Indicator (CSI) flashing solid green across all 18 categories.

We recently interviewed the portfolio team at Granahan Investment Management for an update on the Destra Granahan Small Cap Advantage Fund. In this update, the team covers the market conditions in Q1 2022, the performance of the Fund, and what to expect coming up in Q2 and beyond.

Log jams and bottlenecks may impact what’s under your Christmas tree this year. And some worry that could be negative for the economy and markets. But for every action there is a reaction and for every situation there is an investment opportunity.

An important key to enhancing portfolio performance and reducing risk is through more effective portfolio diversification. As the chart below shows, this can be achieved by combining asset classes that exhibit low correlations to one another.

In today’s age of digital technology, we are faced with a never-ending stream of bad news that often creates high levels of market uncertainty. The good news is that it creates a continuous stream of opportunities for astute bond investors to capitalize on (1) the economic cycle and (2) surprise events.

We’re living in strange times. The entire country has been shut down for weeks, small businesses are suffering, and unemployment has skyrocketed. Despite all the negative news, we are more bullish on community banks than we’ve been in years.

The sell-off in growth-sensitive risk assets and volatility in financial markets since late February is unprecedented in its pace and magnitude. Financial markets continue to be roiled by the economic and financial implications of the COVID-19 pandemic and efforts to contain its spread and the loss of life. The world’s major economies are on the brink of recession, the depth and duration of which is highly uncertain.

The sell-off in growth-sensitive risk assets and volatility seen in financial markets since late February is unprecedented in its pace and magnitude. Financial markets continue to be roiled by the economic and financial implications of the COVID-19 pandemic and efforts to contain its spread and the loss of life.

We had the opportunity to sit down with Polina Kurdyavko, Head of Emerging Market Debt, Senior Portfolio Manager at BlueBay to discuss a recent white paper written by the Emerging Market Debt Team. Please enjoy this short podcast.