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John Healey resigned because the money was not there for defence. It may not be there for anything
Bifurcation is emerging in how investors treat the hyperscalers
Investors should feel more confident when BNPL products are regulated like mainstream consumer credit
Collateral change has SSA issuers eyeing sterling — but it has strengthened one bid, not brought in new buyers
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Huge looming maturities may look scary, but the CMBS market will chip away at the wall, rather than drive into it -
Competing issuance and volatility makes timing deals tricky
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Digital bonds will struggle to take off if they do not fit into regulatory regimes
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Investors show that plugging the sector’s £88bn spending gap is all about how the companies frame their woes
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Sun Belt states are driving a lot of securitization, but risks are lurking in these markets
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Banks need ways out of their capital constraints and securitization is one of the best
