Manage My Preferences

17 March 2026

Headlines surrounding resilient consumer spending are masking a bifurcated reality — roughly 30% of households are driving the majority of spending. We outline what this means for consumer credit and why strong credit analysis and issuer selection remain crucial in today’s environment. (3 min read)

19 March 2026

Data center financing is reshaping securitized markets as AI and cloud demand fuel rapid growth. Explore how ABS and CMBS structures differ — and what those differences mean for fixed income investors. (6 min read)

13 March 2026

In a fragmented, underfollowed micro-cap market, structure matters. Learn how boots-on-the-ground research, primary sources and collaboration help us surface high-conviction ideas. (6 min read)