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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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Problems can still spread across the asset class but not as you knew them to -
Issuance from the likes of Egypt shows that, even after a downturn, the market is far healthier than in 2022
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A lacklustre earnings season and competition from other markets could see spreads bounce wider
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The UK must avoid losing ground to the EU and private actors in the digital currency revolution
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Fundraising challenges may mean limited partners in private debt funds can get a discount but they should proceed with caution
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Positive expectations for the new year are veiled behind the specter of 2022
