The legacy of the GFC has perpetuated misunderstanding around the European securitised market. What is the reality and how has the sector changed?
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Global dividends rose to $431.1 billion in Q3 2024, a record for the third quarter.
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.
Head of Secured Credit Colin Fleury explores how to navigate multi-asset credit in 2025 if the porridge turns out to be hotter or colder than expected.
What are non-agency residential mortgage-backed securities (RMBS), and how might they play a role in investors’ portfolios?
Misconceptions that securitisations are ‘opaque’ and ‘risky’ can be used as reasons to be sceptical of the asset class. What is the reality?
Amid a glut of new supply, compelling relative value opportunities have emerged in European collateralised loan obligations.
Securitisations are ‘opaque’, ‘complex’ and ‘risky’, the myths perpetuated in the GFC era. How has the industry changed since the crisis?
Dispersion exists across Europe’s economies. Less dispersion exists in the land of credit. So where are the opportunities in this rate cutting cycle?
Global dividends rose to a record US$606.1 billion, up 8.2% on an underlying basis.