Assessing credit markets as they respond to proposals for increased fiscal spending in Germany and a tonal shift at the ECB.
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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?
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.
Ranking the best-performing U.S. fixed income sectors of 2024.
Investors sitting in cash may be leaving yield on the table.
John Kerschner points out the biases that he believes may keep investors out of U.S. securitized assets
How can businesses and investors navigate the challenges of “Tariff Wars II”, initiated by the Trump administration?
Brent Olson and Tom Ross view high yield bonds as offering a comfortable drive for now but expect more difficult terrain later in 2025.
Misconceptions that securitisations are ‘opaque’ and ‘risky’ can be used as reasons to be sceptical of the asset class. What is the reality?