Escalating inflation and tighter monetary policy appear to have shaken investors’ confidence in the..

Credit Research, Macro Strategies, Securitized Research, Sector Outlook

Consumer behavior is currently under a magnifying glass, as capital market tumult and inflation..

Securitized Research

The recent surge in interest rates and inflation has put the record strength in housing under a..

Securitized Research, Sector Outlook

1. What’s your view of securitized credit in 2022? Do you expect any impact from rising rates?

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Securitized Research, Fixed Income, Sector Outlook

Aspects of consumer asset-backed securities (ABS) seem to be a lightning rod for negative press...

Securitized Research, Fixed Income, COVID-19

1. The securitized credit sector has lagged the recent broad rally in risk assets. How do you..

Securitized Research, Fixed Income, Sector Outlook