European securitised is a deep, diverse and liquid market, but it is often poorly understood. Understanding how securitisation works and the potential advantages of the sub-asset classes is key for investors.
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Capturing yield, diversification, and growth from their fixed income allocations is a challenge facing investors. How does the emerging markets debt hard currency asset class stack up?
Thinking Europe? Think ‘big picture’ themes like AI, says European equities Portfolio Manager Tom O’Hara.
Volatility has subsided, and corporate credit valuations have somewhat recovered. We consider how to assess value and weigh up opportunities in investment grade credit.
With investors reacting to the worst global stock market sell-off since 2020, we consider the all-important question – what next?
The French parliamentary elections are a potential risk event for European equities, but what did the results of the first round of voting tell us?
Just what else can small caps offer investors as a potential source of value?
A pivotal drop below a critical volatility level could signal the onset of a robust bond market rally. Is a turnaround imminent?
The first in a three-part video series explores the role securitized assets played in the Global Financial Crisis.
Higher-for-longer rates creates opportunity and risk within European loans with quality names expected to outperform highly leveraged credits.
How do you construct an absolute return strategy to stand the test of time?