European securitisations are ‘risky’ given concentration and ‘opaque’, which transpires as myths when considering the clear diversity in its biggest sector, CLOs.
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Securitisations are ‘complex’ and ‘risky’, as evidenced by the sector’s acronyms and the Global Financial Crisis. What is the reality?
European AAA CLOs offer the opportunity to capture high credit quality, defensive income and improve portfolio diversification. How do CLOs work and what can history tell us about the asset class?
Misconceptions that securitisations are ‘complex’, ‘illiquid’ and ‘risky’ can be used as reasons to be sceptical of the asset class. What is the reality?
John Lloyd shares his views on the attractiveness of a multi-sector approach to fixed income investing in his 2025 outlook.
James Briggs and Tim Winstone explore how active bond investors can position for divergence and uncertainty across economies amid tight credit spreads.
Emerging Markets Debt Hard Currency is an evolving and diverse asset class that offers significant total return upside potential and portfolio diversification benefits.
Higher-for-longer rates creates opportunity and risk within European loans with quality names expected to outperform highly leveraged credits.
The low valuations in the stock markets of some Asian countries have led companies to become more shareholder friendly, which can create better opportunities for income investors.
How rail announcements offer insights into fixed income markets.
Head of U.S. Securitized Products John Kerschner and Portfolio Manager Nick Childs explain why they believe key risks are now largely priced in to fixed income markets.