Insights

After six months of market volatility, credit spreads have coincided with the much slower ascent of Consensus credit risk, suggesting the latter is a calmer indication of future credit market movement.

Consensus credit data suggests that in times of crisis, the “Solvency Boundary” between investment-grade and non-investment grade credits is more fluid than during non-crisis times. The implication for bond and equity investors is that in the current environment, not all BBB issues are the same.

The Covid19 crisis has exposed the risks in single, long and complex supply chains that are only as strong as their weakest link. Companies are moving

When equity markets turn down they will pivot towards companies with the highest credit quality. This analysis shows the relationship between equity market movements and credit risk for US corporates.

Download the full Luxury Goods Aggregate Analytics infographic below. The Luxury Goods sector has had phenomenal success over the past ten years. Growing global middle

Monthly Credit Trends for Top 100 Fund Managers, Global Airlines & Airports, Australian Corporates, and Irish Corporates & Financials.