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.
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.
Corporate bond valuations are rich but arguably justified by strong credit fundamentals.
The legacy of the GFC has perpetuated misunderstanding around the European securitised market. What is the reality and how has the sector changed?
Why we believe the strategic case for AAA CLOs remains compelling amid Fed rate cuts.
Volatility has subsided, and corporate credit valuations have somewhat recovered. We consider how to assess value and weigh up opportunities in investment grade credit.
Why we believe MBS is poised for outperformance in the current environment.
Looking into the U.S. investment-grade corporate credit market and the present level of credit spreads.
Labour’s promise to deliver 1.5m homes over five years is set to boost housing associations, but dispersion within the sector is set to increase.
The Corporate Debt Index is a long-term study into trends in company indebtedness around the world, the investment opportunities this provides and the risks it presents.
Exploring developments within the high yield bond market as its size, constituents and ratings change.
The French President’s surprise calling of a snap election in response to a stronger showing from the far right in the European election has driven volatility in French bonds. Hear from Janus Henderson’s credit team on whether this represents an opportunity or risk.