A widening array of innovative mortgage loans emerging this late in the economic cycle will merit some caution for investors, as Rachel Noonan discusses in our first 2019 Virtual Investor Meeting.
Unemployment is at its lowest level in half a century and wages are still growing. John Bella discusses what this means for core assets like credit cards, prime autos and even student loans.
China Structured Finance
The China Securitisation Market has seen phenomenal growth in the past few years. Hilary Tan, Head of Greater China Structured Finance, discusses the developments and key drivers behind the growth.
Asia-Pacific Covered Bonds
The outlook for Asia-Pacific covered bonds looks broadly stable. In our latest Virtual Investor Meeting, Claire Heaton discusses buffers against falling home prices in Australia and rise of local currency covered bonds.
As the broader retail sector continues its profound change, Huxley Somerville explores how the retail story is playing out in existing CMBS transactions in our Virtual Investor Meeting on U.S. CMBS.
U.S. Structured Credit
The leveraged loan and U.S. CLO markets have more than doubled since the financial crisis, and the make-up of these markets has changed quite radically, says Kevin Kendra.
Australian Structured Finance
The property market in Australia has always caught investors’ attention. Chris Stankovski shares his views on the market performance, outlook, and how the regulatory landscape for mortgages has changed.