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Inflation caused by war threatens budding recovery in commercial real estate
Renewables can make Europe’s capital markets less vulnerable to energy price shocks
The market-shutting crisis this spring is very different to that which followed last year's US tariffs
Borrowers from the Gulf region have a track record of remarkable primary market prints
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It’s crucial that, when it is called to play a meaningful role in supporting Europe's economy, the securitization market can respond. In its current guise, EUSR is more of a hindrance than a help -
Bond yield surges after the mini budget killed off the last reliable source of ECM deals
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The more the product basks in its own glory, the greater the problem
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What seemed a strong deal on paper stumbled, and has come at an ugly time
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Although the market has restarted, with the majority of deals so well-respected it’s hard to know how the spicier deals will fare
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