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.
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?
Global dividends rose to a record US$606.1 billion, up 8.2% on an underlying basis.
Uncertainty remains around outcomes on the FCA’s delayed motor finance review into banned commission arrangements. Are there risks to auto ABS investors?
Global dividends rose to a first-quarter record US$339.2 billion, up 6.8% on an underlying basis.
Emerging Markets Debt Hard Currency is an evolving and diverse asset class that offers significant total return upside potential and portfolio diversification benefits.
The final installment in a three-part video series considers how non-mortgage related securitized sectors fared through the GFC and what investors can learn from this period in history.
The second installment in a three-part video series explores collateralized debt obligations (CDOs) and synthetic CDOs and their role in the Global Financial Crisis.