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A Q&A with Sid Chhabra, our Head of Securitized Credit & CLO Management
Sid Chhabra discusses key themes, pressure points in Securitized Credit markets, and the outlook for the rest of the year.
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Polina’s Perspective: Mexico – the art of transformation
Following a trip to Mexico City, Polina discusses possible solutions for the debt sustainability of the country’s largest state-owned oil company.
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Polina’s Perspective: Emerging markets – a high coupon affair or true love?
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Research & reports
Thoughtful research and insights on trending ESG topics and responsible investment policies and reporting.
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Our commitments
We work closely with other like-minded investors to improve the ESG-related disclosure and practices of issuers in which we invest.
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Curve balls
We continue to operate in an environment of macro uncertainty, yet it feels that there is plenty still in play before 2023 is done.
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A hurting world
With volatility increasing against a backdrop of elevated macro and geopolitical uncertainty, we think it makes sense to proceed with caution.
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Happy daze
Price action seems to be of a market happy to climb a ‘wall of worry’, even if market breadth has been very narrow on the move to the upside.
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Chinese takeaway
Somewhat higher inflation projections, at a time of downgraded growth forecasts, paint a sombre picture for European prospects in the months ahead.
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Risk of a hangover from the 2023 year-end party bonanza
2024 looks set to be significant in terms of politics and elections globally, and we think the US economy will slow into the second half of the year.
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