All insights
Financial conditions tighten further but could have been worse
Following the publication of the Senior Loan Officer Opinion Survey, Felipe Villarroel highlights what caught our attention in the report and if it signals further tightening of financial conditions.
ECB’s bank lending survey shows a slowing economy but no crisis
Following the release of the ECBs bank lending survey Felipe Villarroel looks at the response from the banking sector and the wider implications for credit conditions.
CLO performance in 2023, what's next?
European Asset Backed Securities has been one of the few asset classes that has showed positive performance this year, Aza Teeuwen answers the million dollar question, how do you position for this?
European banks continue to deliver, on earnings and calls
As earnings season kicks off in Europe, Eoin Walsh looks at what impact, if any, recent volatility in the banking sector has had on European banks.
High yield supply points to buoyant market
In the last few weeks the high yield primary market has seen a resumption of issuance which Portfolio Manager George Curtis believes points to a relatively buoyant market.
Labour markets continue to cool off
Partner and Portfolio Manager Felipe Villarroel looks at new labour market data from the US and why this is good news for the Fed.