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.
Securitisations are ‘opaque’, ‘complex’ and ‘risky’, the myths perpetuated in the GFC era. How has the industry changed since the crisis?
Dispersion exists across Europe’s economies. Less dispersion exists in the land of credit. So where are the opportunities in this rate cutting cycle?
Global dividends rose to a record US$606.1 billion, up 8.2% on an underlying basis.
What are asset-backed securities, and how might they play a role in investors’ portfolios?
Global dividends rose to a first-quarter record US$339.2 billion, up 6.8% on an underlying basis.
What are commercial mortgage-backed securities, and how might they play a role in investors’ portfolios?
Emerging Markets Debt Hard Currency is an evolving and diverse asset class that offers significant total return upside potential and portfolio diversification benefits.
The final installment in a three-part video series considers how non-mortgage related securitized sectors fared through the GFC and what investors can learn from this period in history.