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

Securitized Research

This blog post was initially published on December 18. On December 21, the US Congress agreed to a..

Securitized Research, COVID-19

Looking ahead, we believe the global economic environment will remain supportive for securitized..

Securitized Research, Fixed Income, Market Outlook, Sector Outlook

It became abruptly apparent in September, when overnight repo rates surged to near 10%, that..

Securitized Research, Fixed Income, The Fed, Central Banks

As we close out 2019, we took a look back at the year’s most popular blog posts. In a year full of..

Macro Strategies, Bank Loans, Securitized Research, Emerging Markets, Currency

The subprime consumer sector has come a long way since the dark days of the financial crisis...

Securitized Research