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9 Mai 2024
Festverzinsliche Anlagen
Fixed income
Senior Analyst, High Yield
Aggressive liability management activity pushes defaults higher
Aggressive liability management activity pushes defaults higher
Higher default rate in European High Yield driven by a growing trend of aggressive liability management activity among over-levered issuers, increasing the risk of balance sheet restructuring events.
Read time - 3 min
9 Mai 2024
Festverzinsliche Anlagen
Fixed income
Portfolio Manager, Fixed income
Senior Credit Analyst
Irish banks: a classic turnaround tale... and opportunity
Irish banks: a classic turnaround tale... and opportunity
The sector has gone from being one of the riskiest in Europe to among the safest – an excellent example of the situations we look for, and that our deep research and bottom-up approach allows us to benefit from.
Read time - 3 min
7 Mai 2024
Multi-Asset
Multi-Asset
Chief Economist, EMEA
Interest rate cuts back on the agenda
Interest rate cuts back on the agenda
Pessimism about the prospects for US interest rates cuts has been growing steadily as 2024 has developed. But there was a big change last Friday.
Watch time - 6 min