For institutional investors in Norway

Global Structured Debt Insight – October 2021

Colin Fleury

Colin Fleury

Head of Secured Credit | Portfolio Manager


John Kerschner, CFA

John Kerschner, CFA

Head of US Securitised Products | Portfolio Manager


29 Oct 2021

The second edition of the Global Structured Debt Insight is now available. This regular publication aims to explore topical themes in structured debt markets and share the team’s thinking on key issues of interest.

In this edition, Colin fleury, John Kerschner and team explore

  • recent trends in the securitised markets
  • the impact of a US Federal Reserve (Fed) taper on the US mortgage-backed markets
  • the concept of collateralised loan obligations (CLO) equity arbitrage.

These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.

 

Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

 

The information in this article does not qualify as an investment recommendation.

 

Marketing Communication.

 

Glossary

 

 

 

Colin Fleury

Colin Fleury

Head of Secured Credit | Portfolio Manager


John Kerschner, CFA

John Kerschner, CFA

Head of US Securitised Products | Portfolio Manager


29 Oct 2021