How investors can fortify bond allocations by seeking out the unique market structures and pricing differentials available in the global corporate credit market.
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.
Here we look at navigating the regulatory frameworks around investing in the European securitised market.
A review of the fast-growing AAA CLO ETF market and some key observations for investors.
Despite uncertainty surrounding a raft of Trump administration initiatives, steady economic data caused the Fed to hold firm.
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.
Assessing credit markets as they respond to proposals for increased fiscal spending in Germany and a tonal shift at the ECB.
European securitisations are ‘risky’ given concentration and ‘opaque’, which transpires as myths when considering the clear diversity in its biggest sector, CLOs.
A falling rate environment presents a challenge for income-seeking investors. Where can you go in the hunt for yield as cash rates decline?
The two West African nations are in the midst of tectonic political and economic shifts. How likely are they to succeed?
Fiscal reform and strategic autonomy are some of the potential focal points for the new German government. Explore the perspective for credit investors.
A look at seasonal patterns in high yield and prospects for the coming months.