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Fixed Interest Research Trip Update : Two (different) views on the Fed.
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Fixed Interest Research Trip Update : Two (different) views on the Fed.

On our global fixed research trip, the number of managers sticking to ‘Fed Hike’ calls were definitely in the minority.  Most managers / researchers who were previously calling for more rate hikes turned their views around almost simultaneously with the Fed pivoting to a dovish stance.

Securitisation Markets
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Securitisation Markets

The US securitised market is large, totalling some A$9.6 trillion and therefore comparable to the size of the US corporate credit market (encompassing both investment grade and high yield credit). The European securitisation market is also sizeable with A$1.8 trillion of outstanding loans.  Even smaller countries, such as Australia, have large and active markers in securitised assets.
 

JANA’s 2018 Credit Research Trip
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JANA’s 2018 Credit Research Trip

In October 2018, members of JANA’s fixed interest team conducted a global research trip, visiting fixed income and credit managers across the UK and the US.  

A deeper dive into private debt
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A deeper dive into private debt

Head of Fixed Income, Robert Moore and Consultant, Young Jo Bae explore the risks and considerations associated with private debt investment.

20 Minute Read