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?
Dispersion exists across Europe’s economies. Less dispersion exists in the land of credit. So where are the opportunities in this rate cutting cycle?
Dispersion exists across Europe’s economies. Less dispersion exists in the land of credit. So where are the opportunities in this rate cutting cycle?
What’s driving the dispersion in recent performance across European retail CMBS?
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.
Capturing yield, diversification, and growth from their fixed income allocations is a challenge facing investors. How does the emerging markets debt hard currency asset class stack up?
Global dividends rose to a record $606.1 billion, up 8.2% on an underlying basis.