An introduction to securitisation: a diverse opportunity set offering attractive excess return potential
Securitisation can be seen as highly technical, niche and (post-2008) perceived as risky, but its highly diverse range of opportunities can bring significant benefits to a portfolio.
Since 2016, the UK’s capital city has risen from eighth to second in the rankings driven by positive employment conditions feeding income growth.
Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.
Many investors are jumping on the ESG (Environmental, Social and Governance) bandwagon but who is really committed to backing up these values through credit analysis?
Brexit uncertainty appears to have hit sentiment for UK property, but while certain sentiment indices have led to gloomy headlines, actual home price results have been much better.
With data becoming increasingly critical to our digital economy, Global Cities' Ben Forster explains why beachfront real estate is now hot property.
Data suggests that many institutions would benefit from higher allocations to private assets, but that liquidity constraints often limit their use. We discuss how the use of derivatives can help address the liquidity concerns.
After the disappointment of 2018, Chief Executive Peter Harrison rounds up the factors our fund managers think could lead to a brighter year ahead.
The securitised sector offers respite from overcrowded corporate credit markets and inefficiencies continue to create opportunities.