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Reforms should focus on banks' access to liquidity, not capital
Issuer has set the stage for peers to return to public market
Green investors buy when everyone else stops, giving issuers one last pricing lever — perhaps to cross a line none of them wants to reach
Investors are still around and issuers can get ahead of the September rush
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Banks cannot rely on deposit growth
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Sellers will compete for buyers’ attention as they fall prey to a confluence of factors
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Solvency II needlessly forces insurers to find back doors into commercial real estate investments
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Lower issuance volumes for the rest of the year will help spreads and strategic planning
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The seasonal shutdown of the primary bond markets is a relic of a bygone era
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Investors must look past the data and focus on the opportunities at hand