To add to the assortment of scary things going on in the world at the moment, here we are with our annual set of spooky ...

Distortions in the index-linked market have created the most compelling relative-value opportunity we have ever seen. The ...

One of the many major economic events so far this quarter has been the move in France government yields. This is best ...

Paramount Skydance’s (PSKY) recent $110 billion acquisition of Warner Bros. Discovery (WBD) was one of the largest corporate takeovers in history. Despite the deep equity pockets acquiring parties, it ...

When talking about the right or left in Latin America we need to make an important differentiation between what Latinos define as right or left versus Europeans. This is because, in Latam, the “right ...

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In a world of tight credit spreads, one rating bucket flashes value. The European CCC index offers 1,306 bps over government bonds, suggesting generous compensation for taking credit risk. But the ...

The market increasingly treats liability management exercise (LME) risk as synonymous with coercion and value transfer. Sponsors have a range of technologies: dropdowns, up-tierings, double dips as ...

Europe’s utilities sector is on the brink of a generational shift. After more than a decade of subdued demand, the system is being forced to modernize, rebuild and expand. Electrification, datacentres ...

Across much of the developed world, governments are spending an increasing share of their tax revenues servicing debt. Source: Federal Reserve Economic Data The era when debt could rise indefinitely ...

What can the UK government learn from British Airways’ handling of the Avios programme? Quite a lot, as it turns out. When organisations accumulate large liabilities, they typically look for ways to ...

The dollar’s slide last year looks less like a sudden break and more like the culmination of pressures that have been gathering for a while. The fading of US exceptionalism has sat quietly in the ...