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JANA 2020 Conference session 4: Is the world really transitioning to something different, or is it just more of the same?
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JANA 2020 Conference session 4: Is the world really transitioning to something different, or is it just more of the same?

Has COVID-19 driven a final push lower in very loose monetary and fiscal policy worldwide, the rise of on-line business models, and de-globalisation, or was the world going down this path anyway? Two leading economic thinkers, Andrew Balls of PIMCO and John Butler of Wellington, will provide their perspectives on the future direction of the global economy post the pandemic.

Credit intensiveness & complexity
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Credit intensiveness & complexity

Credit intensive and complex sectors sold off harder than higher quality credit in Q1, and have taken longer to recover. But in the past few weeks they have performed very strongly.

2 Minute Read
Pandemic takes massive toll on bond markets
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Pandemic takes massive toll on bond markets

Robert Moore, Head of Fixed Income outlines the opportunities we see in sectors of the credit market.

8 Minute Read
Fixed Interest Research Trip Prelude: Collateralised Loan Obligations (CLOs) Leverage and Current Opportunity
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Fixed Interest Research Trip Prelude: Collateralised Loan Obligations (CLOs) Leverage and Current Opportunity

CLOs are structured credit securities which give investors different levels of risk exposure to the bank loan market. This paper looks at the degree of sensitivity of “mezzanine” tranches of CLOs (i.e. those tranches rated BB and below) to the underlying bank loan market. The paper also looks at the current attractive levels of spreads in the CLO market.
 

6 Minute Read