Investors sitting in cash may be leaving yield on the table.
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John Kerschner points out the biases that he believes may keep investors out of U.S. securitized assets
How can investors optimise portfolios through this uncertain environment?
Securitisations are ‘complex’ and ‘risky’, as evidenced by the sector’s acronyms and the Global Financial Crisis. What is the reality?
European AAA CLOs offer the opportunity to capture high credit quality, defensive income and improve portfolio diversification. How do CLOs work and what can history tell us about the asset class?
Misconceptions that securitisations are ‘complex’, ‘illiquid’ and ‘risky’ can be used as reasons to be sceptical of the asset class. What is the reality?
Global dividends rose to $431.1 billion in Q3 2024, a record for the third quarter.
John Lloyd shares his views on the attractiveness of a multi-sector approach to fixed income investing in his 2025 outlook.
Head of Secured Credit Colin Fleury explores how to navigate multi-asset credit in 2025 if the porridge turns out to be hotter or colder than expected.
What are non-agency residential mortgage-backed securities (RMBS), and how might they play a role in investors’ portfolios?
Global dividends rose to a record US$606.1 billion, up 8.2% on an underlying basis.