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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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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Earnings Watch: Optimism Amid the Worry
Key Takeaways Third-quarter earnings came in well ahead of...
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