What are non-agency residential mortgage-backed securities (RMBS), and how might they play a role in investors’ portfolios?
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.
The market has become much less cyclical over time, and valuations have increased alongside growth and quality.
As we navigate emerging bifurcation and increasing opportunities, we look at the sectors and themes like AI that are driving our asset allocation and security selection.
How balanced strategies can help investors stay true to their long-term objectives.
We explore the different types of investor and their motivations for investing in CLO ETFs.
Diverging economic trajectories in Europe provide fixed income investors an opportunity to tailor duration and credit exposure based on local conditions.
Why bond investors need a new playbook to maximize a fixed income allocation’s potential.
How a strategy of fiscal stimulus and regulatory easing can help to transform competitiveness for industries across Europe?
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?
Are shifting market dynamics building the need for real diversification in investors’ portfolios?
Can the EU's securitisation reforms stimulate growth in the economy, while still safeguarding financial stability?