What are non-agency residential mortgage-backed securities (RMBS), and how might they play a role in investors’ portfolios?
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Misconceptions that securitisations are ‘opaque’ and ‘risky’ can be used as reasons to be sceptical of the asset class. What is the reality?
Amid a glut of new supply, compelling relative value opportunities have emerged in European collateralised loan obligations.
A discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets.
Securitisations are ‘opaque’, ‘complex’ and ‘risky’, the myths perpetuated in the GFC era. How has the industry changed since the crisis?
What’s driving the dispersion in recent performance across European retail CMBS?
How can enhanced index strategies help to make passive investments work more efficiently in investors’ portfolios?
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.
Why investors looking to diversify equity portfolios may want to consider these long-discounted financials.
After years of underperformance, non-U.S. equity markets look poised for better returns.
Convertible bonds are back in vogue, after being sidelined in investors’ portfolios since 2022. But why? And for how long?