Banks

Given the current macro environment, Pauline Quirin believes loans with near term maturities provide a useful insight into where risk lie.

Yesterday’s CPI Report from the Fed gave reasons for optimism. Read Felipe Villarroel’s analysis of the report and what it could mean for the Fed’s uncomfortably long battle against inflation.

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.

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. 

Partner and Portfolio Manager Felipe Villarroel looks at new labour market data from the US and why this is good news for the Fed. 

Following a busy quarter in bond markets, a member of our Multi-Sector Bond team reflects on macro events and discusses how our Multi-Sector Bond team have responded.

Partner and Portfolio Manager, Aza Teeuwen, discusses the impact of Q1 events on the European ABS market and how he expects the markets to respond moving forward.

Partner and Portfolio Manager Chris Bowie discusses recent Q1 events and gives an outlook for Investment Grade for the next quarter.

With the US bank earning season having begun last Friday, Dillon Lancaster believes this could be a catalyst to help spreads begin to recover.

In his latest blog, Gary Kirk provides his assessment of the recently published Q1 Credit Conditions Survey by the Bank of England and what this means for the wider economy.

With headlines suggesting that deposit outflows in the banking sector are causing concern, Felipe Villarroel looks at the data which suggests that European banks remain resilient.

Douglas Charleston looks at the wider implications of recent bank sector volatility and the opportunities it presents for credit investors.