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Tag: COVID-19

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Global ABS: A Cloudy Outlook from Sunny Barcelona

After two COVID-hit years last week the European ABS market...

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A DABB Market (Difficult Alpha and Bad Beta)

The big market themes are mostly negative for beta returns....

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High Yield and Leveraged Finance: Covid-19, Liquidity and ESG

Despite the economic challenges of the past two years, opportunities...

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Who’s the Looser?

Key Points   While the US overheating is undeniable, it’s...

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The Real World

My wife and I have both had COVID in January....

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Covid-19 Hit Supply Chains Hard. Climate Shocks May Hurt More

The pandemic has tied a series of paralyzing knots in...

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No Immediate Storm Ahead, But Insurers Should Use the Lull to Build Portfolio Resilience

Key points   Our central scenario remains positive for 2022...

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Where Curves Cross

Inflation and the most recent COVID wave might be near...

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Beware the Sirens’ Call

The decision to put cash into markets this year depends...

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Earnings Watch: Optimism Amid the Worry

Key Takeaways   Third-quarter earnings came in well ahead of...

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