Compared to conditions during the global financial crisis, the health of the banking sector and the environment for banking are now significantly different.
22-04-2020
|
Visie
Credit Outlook: ‘De gezamenlijke vijand’
De spreads zijn van ongekend laag rechtstreeks opgelopen naar recessieniveau.
24-03-2020
|
Quarterly outlook
Scenario analysis confirms need for defensive credit market positioning
Our analysis of spread markets suggests the most likely scenario in coming months is that of low growth and low inflation.
03-12-2019
|
Visie
Credit Outlook: Slimheid, snelheid en geluk
Wij zijn sceptisch over de gedachte dat centrale banken onfeilbaar zijn.
27-06-2019
|
Quarterly outlook
Credit Quarterly Outlook: dead cat bounce
04-04-2019
|
Quarterly outlook
Credit outlook: The emperor is naked
Despite our repeated concerns about high corporate leverage and too much risk appetite, it is only now that credit markets are beginning to react to the global economic slowdown, and the next recession is being openly discussed.