The June edition of the Global Structured Debt Insight is available now. This regular publication aims to explore topical themes in structured debt markets and share the team’s thinking on key issues of interest.
How high yield fixed income can help to bring defensive characteristics to multi-asset portfolios in a rising rate environment.
John Pattullo explains why he believes a recession seems unavoidable and that we are back to the boom-bust economics of the ‘80s.
With many key risks now priced in, we believe MBS represents an area of opportunity in fixed income.
With many key risks now priced in, we believe MBS represents an area of opportunity in fixed income.
Listed REITs look compelling given the reduction in leverage, while the longer term, largely fixed rate debt structure reduces exposure to rising rates.
Listed REITs look compelling given the reduction in leverage, while the longer term, largely fixed rate debt structure reduces exposure to rising rates.
Why we believe a recession seems unavoidable and that we are back to the boom-bust economics of the ‘80s.
John Pattullo explains why he believes a recession seems unavoidable and that we are back to the boom-bust economics of the ‘80s.
With many key risks now priced in, we believe MBS represents an area of opportunity in fixed income.