Throughout 2023, our analysts opined on risks related to commercial real estate (CRE) and their..

Securitized Research, Fixed Income, Sector Outlook

With tight spreads and elevated valuations in many credit markets, we think the asset-backed..

Securitized Research

Fundamentals in the commercial real estate market (CRE) market have deteriorated notably since last..

Securitized Research, Fixed Income, Sector Outlook

We believe fundamentals in the aircraft industry are in the midst of a strong recovery. Global..

Securitized Research, COVID-19, Recovery

As the Federal Reserve raises rates in an effort to stifle inflation, what are the implications for..

Securitized Research, Fixed Income, The Fed

Insurers generally take a narrow approach to investing in the securitized sector, usually through..

Securitized Research