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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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Europe has managed to produce two solar ABS warehouses — the US has two solar ABS eras -
Lack of progress on debt restructuring has been scaring investors away from EM bonds
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Risk retention funds and other equity vehicles have proved their merit in keeping the market alive, even if they annoy some participants
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América Móvil and its peers deserve praise for soldiering on and developing the next frontier of EM financing
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Transition bonds have garnered a reputation that belies their potential
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In the land of the too-busy, the non-deal roadshow is king
