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The ECB's hawkish rhetoric shouldn't dissuade investors from expecting further curve steepening
Rating agencies' risk aversion means the securitization market is missing a crucial voice as 'fix and flip' evolves
Leaked papers suggest the Commission wants to give with one hand and take away with the other
Lender's development is hard to imagine without mortgage-backed securities
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Both the EU and its peer SSA issuers learned a little better how to work next to each other in tough conditions in 2023 but next year will bring bigger tests -
Other EM sovereigns in a much more dire state than Argentina have still tried to pay their debts
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The opportunistic companies taking advantage now are the exceptions to the rule
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Despite being surprisingly resilient this year, more supply might finally start to weigh on housing prices next year
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Eight years on from conception and an integrated capital market in Europe is a long way off, but that shouldn't be a surprise to anyone
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New managers emerging, even if they pay up for inaugural transactions, show there is a price for every asset
