As Germany pivots on its fiscal policy, floating rate investments such as CLOs come to the fore, benefiting from higher interest rates, robust credit risk analysis and careful security selection.
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 market reactions to the Trump administration’s recently imposed tariffs.
Could plans to loosen Germany's debt rules open the door to more robust growth in Europe's powerhouse economy?
A changing geopolitical landscape is helping revive once slow-growing areas of the market, such as European defense.
Lessons learned from Trump’s first term as post-election euphoria fades and the market enters its next phase of policy impacts and economic realities.
The two West African nations are in the midst of tectonic political and economic shifts. How likely are they to succeed?
Highlights from NVIDIA’s most recent earnings call and the considerations for investors.
From ballots to banks and barracks – could this federal election mark the end of stagnation for Europe’s powerhouse economy?
Fiscal reform and strategic autonomy are some of the potential focal points for the new German government. Explore the perspective for credit investors.
Five transformational themes we believe are shaping the investment landscape and creating accelerated growth investment opportunities.
Securitisations are mislabelled as 'risky’ and ‘illiquid’, but in reality help investors access attractive risk-adjusted returns, improve diversification and manage duration risk.