2022 US Structured Research Report


Despite significant spread tightening over the last year, we believe private-label securitized debt will continue to offer attractive relative value in 2022. A strong consumer, rising rates, low leverage, robust structural support, and continued demand favor the asset class. Emerging subsectors are gaining momentum and although sustainability, ESG and responsible investing have been secondary concerns for the asset class, awareness of and attention to the cause are accelerating. 

The 2022 US Structured Research Report includes our forward-looking investment themes, areas to watch and a detailed evaluation of industries, including our top investment ideas, across ABS, CMBS, CLOs, and non-agency RMBS. The report also features a new section dedicated to investing sustainably in structured credit.

Leave a Reply

Your email address will not be published. Required fields are marked *