1. In August 2023, you talked about the demand void left in the agency MBS market after some of its..

Securitized Research, Fixed Income, Sector Outlook

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

With signs of stress in the banking sector, we are starting to see the impact of 500 basis points..

Securitized Research, Fixed Income