2023 Top 500 ranking: 29
Our recent assessment of the M&A effects on the U.S. high yield market found that it tends to be a positive catalyst for performance. However, we see more nuanced effects—including the risk of negative rating migrations—across the investment grade corporate market.
The following touches upon the momentum driving the M&A trend, the potential effects on investment-grade companies, and our resultant positioning within the sector.
You can now read the full whitepaper at the link below
As a case study into our assessment of tail risks, we discuss how the market-implied probability distribution for a recession has evolved over the past year.
What’s next for the European banking sector and insights into its relative attractiveness during a time of economic fragility for the EU.
A conversation on the implications of plastic packaging and what investors should consider when it comes to the plastic packaging sector.
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