In his outlook for global equities, Julian McManus highlights the importance of a bottom-up approach to stock picking given the potential for new sources of growth—and volatility.
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What are non-agency residential mortgage-backed securities (RMBS), and how might they play a role in investors’ portfolios?
Misconceptions that securitisations are ‘opaque’ and ‘risky’ can be used as reasons to be sceptical of the asset class. What is the reality?
The Fed’s decisive move to cut interest rates again coupled with a quick election outcome introduces a mix of clarity and uncertainty in the US.
The Fed’s decisive move to cut interest rates again coupled with a quick election outcome introduces a mix of clarity and uncertainty in the US.
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?
Our view on how enhanced index strategies can help make passive investments work more efficiently in investors’ portfolios.
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?