Exploring the potential interplay between government and corporate debt levels.
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.
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?
Looking at whether bond yields can offer predictive information about total returns from bonds.
Credit fundamentals and yields are supportive but an up in quality approach should help mitigate risks.
The physical world is replete with examples of how combining things can create something special – the same can be true in the world of finance.
High income and less sensitivity to credit spread moves underpin the resilience of European AAA CLO performance amid broader market volatility.
Building portfolio resilience is a key objective for investors during uncertain times. How can AAA CLOs offer a potential solution?
What Moody’s U.S. credit rating downgrade could mean for the Treasury market, the Fed, and fixed income investors.
The legacy of the GFC has perpetuated misunderstanding around the European securitised market. What is the reality and how has the sector changed?
A discussion on the global landscape of fixed income markets and where we think investors may find attractive risk-adjusted returns.