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Investable Loan Opportunities in Europe – Large Cap, SME and P2P

27/04/2018 at 4:27 pm

27 April 2018 In this the second part of our series on investable loan markets in Europe, we look at corporate-related opportunities. Unlike mortgage or other inherently illiquid asset finance markets, corporate loan credit-related opportunities manifest directly to a large extent in the capital markets via tradable loan markets, whether in syndicated investment grade or high yield/ leverage loan sectors. Our proceeding discussion focusses more on the scope of indirect investment opportunitie...

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Tradable Mortgage Market Opportunities in Europe

22/03/2018 at 1:23 pm

22 March 2018 In this first of a two-part commentary, we take a cursory look at the broader yield opportunities in the investable mortgage market in Europe. (The second part will look at similar yield opportunities across the investable corporate loan markets in Europe, dominated by CLOs). By ‘investable’ we specifically mean capital market instruments that provide near-enough an isolated exposure to mortgage loan pools, rather than bank funding-related instruments with mortgage loans as ...

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