Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.
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.
EU securitisation reform could boost lending, growth, and investor participation, but success depends on getting rules on sanctions, due diligence, market access, and capital treatment right.
Why CLOs are well positioned for the current investment backdrop.
Revisiting the levels of supply related to the AI buildout and implications for credit markets.
In complex environments, outcomes are shaped by how information is interpreted rather than any single “correct” view. Perspective is therefore critical.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
We explore where securitised markets still offer value, as resilient fundamentals meet tighter valuations and greater need for selectivity.
What if the debt crisis investors have feared is not still ahead, but already here, unfolding in plain sight?
The ‘politicisation’ of central banks is more than just an awkward word to pronounce. It reflects a growing political pressure on central banks caused by an evolving macroeconomic and political backdrop. At a recent dinner attended by policy experts, we discussed the changes that have taken place and how this might affect fixed income markets.
Why AAA collateralized loan obligations (CLOs) may be well suited to navigating an uncertain rate environment.
Alex Veroude looks objectively at market moves to better balance risks and opportunities.