Browsing: Investing
Stepped coupon bonds, with their built-in income escalators and shorter effective duration, are drawing renewed interest from allocators burned by rate-driven losses.
Non-bank investors are quietly filling the real estate lending gap left by regional banks, drawn by yields of 8-12% and hard asset collateral protection.
Bank loan collateral managers are rotating into SOFR-linked instruments for better rate alignment and reduced basis risk. Here’s why the mechanics matter.
Contingent convertible bonds are attracting institutional buyers again as banks seek Tier 1 capital. Here’s what drives the yield premium and where the structural risks hide.
Leveraged loan ETFs are attracting investment-grade buyers as IG spreads compress. Here’s what’s driving the crossover and what risks come with it.
Distressed debt funds are quietly buying LBO casualties at deep discounts as leveraged buyout deals from 2021-2022 face refinancing walls and earnings shortfalls.
Collateralized fund obligations are drawing institutional investors seeking rated yield above investment-grade corporates, backed by diversified private fund portfolios.
As CD rates fall from their peaks, structured notes are drawing attention from income-seeking investors. Here’s what the trade-off actually looks like.
Municipal social impact bonds are drawing ESG-constrained pension capital as deal sizes grow and outcome metrics sharpen. Here is why the structure fits and where friction remains.
Dollar-hedged allocators are quietly moving into emerging market local currency bonds, drawn by high local yields and shifting hedge cost dynamics. Here’s how the trade works.