Colin Fleury, Head of Secured Credit, London, and Denis Struc and Ian Bettney, portfolio managers within the Secured Credit Team, examine securitisation transactions across various sectors and assess their performance prospects amid the Covid-19 crisis.
In a paper published in May (Finding value in the Covid-19 crisis – an ABS view) we looked into how securitisation markets have generally performed in the early weeks of the Covid-19 related market volatility.
In this paper, we look at securitisation transactions on a fundamental basis, across various sectors to date, and assess their performance prospects as the impact of the Covid-19 crisis evolves.
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 is not a guide to future performance. 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.