Insights
Our professionals offer deep knowledge and experience in a diverse range of global asset classes and market sectors. Tap into our investment insights to stay informed with timely analysis and thoughtful commentary.
Filters:
Clear AllAll Insights
2020 Sector Outlook: Emerging Market Equities
We are bullish on emerging market equities given valuations, continued low interest rates and cyclical and structural growth in many[…]
2020 Sector Outlook: Bank Loans
We think 2020 may see increased interest in bank loans.
Will Global Assets Continue to Outperform? (Video)
While volatility in global markets is very low right now, geopolitical risks can change things quickly. Will this growth trend[…]
Will Banks Beat the Stock Market? (Video)
Ten years after the financial crisis, the return on equity of US banks is still 30% below pre-crisis levels. In[…]
What Will the Fed’s Balance Sheet Changes Mean for Agency MBS?
The Federal Reserve’s balance sheet has been grabbing headlines recently, and with good reason: the Fed’s three massive bond buying[…]
The Financial Advisor in Your Pocket
Banks aren’t what they used to be. For a start, there are fewer of them. Some have merged, others were[…]
Stomaching Subprime: Seeking Value in Auto ABS
Subprime. It’s the eight-letter word that turned into something of a four-letter word during the 2008 global financial crisis. Even[…]
Smartphones & Distracted Driving: What’s the Impact on Auto Insurers?
Auto insurers have been caught off-guard. Traffic deaths had been in decline for four decades, as a result of Mothers[…]
Only the Loan-ly: What You Should Know About Loan-Only Structures
Critics caution that loan-only structures leave senior-loan investors vulnerable because there is no subordinated debt. This, they say, can mean[…]
My Generation: What an Aging Population Means for Bank Stocks
It’s no secret that people are living longer. Falling fertility rates indicate that, on average, global populations are getting older.[…]
London Office Property Prices – Going Over the Cliff?
London office property prices have stayed surprisingly high since the ‘Brexit’ vote in mid-2016. A recent rise in vacancy levels[…]
Is Retail Exposure a Problem for CMBS?
It’s no secret that the retail sector has been under a lot of pressure. Retailers are facing significant headwinds, including[…]
8664465.2.1
Stay up to date on our latest research-driven insights.
We offer heightened perspectives to help you stay ahead. Subscribe to our “In Short” research notes.