The legacy of the GFC has perpetuated misunderstanding around the European securitised market. What is the reality and how has the sector changed?
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
A discussion on the global landscape of fixed income markets and where we think investors may find attractive risk-adjusted returns.
How has relative value shifted across fixed income sectors amid tariff-related volatility and what does this mean for asset allocation?
We consider what current yields have historically meant for investors.
How can investors weather this storm? We explore how European securitised investments stand amid the volatility.
Are we back to the 1890s with the new “liberation day” tariffs?
First impressions from credit markets to President Trump's Liberation Day.
How investors can fortify bond allocations by seeking out the unique market structures and pricing differentials available in the global corporate credit market.
Here we look at navigating the regulatory frameworks around investing in the European securitised market.
Assessing credit markets as they respond to proposals for increased fiscal spending in Germany and a tonal shift at the ECB.
European securitisations are ‘risky’ given concentration and ‘opaque’, which transpires as myths when considering the clear diversity in its biggest sector, CLOs.