Securitisations are mislabelled as 'risky’ and ‘illiquid’, but in reality help investors access attractive risk-adjusted returns, improve diversification and manage duration risk.
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Can the European luxury goods market meet the needs of aspirational consumers in 2025?
Can small caps outshine their larger counterparts in an environment of favourable fiscal and monetary policies, and shifting allocations?
John Kerschner points out the biases that he believes may keep investors out of U.S. securitized assets
How can investors optimise portfolios through this uncertain environment?
How can businesses and investors navigate the challenges of “Tariff Wars II”, initiated by the Trump administration?
Securitisations are ‘complex’ and ‘risky’, as evidenced by the sector’s acronyms and the Global Financial Crisis. What is the reality?
A resilient U.S. economy has helped push up valuations of certain stocks, making it all the more important to focus on fundamentals.
DeepSeek's open-source AI model has shaken the market – what does it mean for European companies involved in the race for AI dominance?
European AAA CLOs offer the opportunity to capture high credit quality, defensive income and improve portfolio diversification. How do CLOs work and what can history tell us about the asset class?
The mass of capital flowing into US AI infrastructure signals a durable shift towards more capital-intensive operations, with ramifications across markets – including Europe.