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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.
Assessing Fed Chair Powell’s speech at Jackson Hole and the implications for fixed income investors.
Despite somewhat sticky inflation and a recent softening in the labor market, the majority of U.S. households are in a stronger financial position than they were pre-COVID.
No sector is immune from the threat of cybersecurity attacks. How can this risk be assessed from a credit and governance perspective in securitisation markets?
Healthcare is the largest sector within the Collateralised Loan Obligation (CLO) universe. How can CLO investors navigate this environment?
Can the EU's securitisation reforms stimulate growth in the economy, while still safeguarding financial stability?
Assessing the impact of higher mortgage rates on U.S. homeowners.
How fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.
High income and less sensitivity to credit spread moves underpin the resilience of European AAA CLO performance amid broader market volatility.
What Moody’s U.S. credit rating downgrade could mean for the Treasury market, the Fed, and fixed income investors.
Considering the potential implications of April’s inflation print for the bond market, the Fed, and fixed income investors.