Understanding catastrophe bonds: their growth and a comprehensive overview

India’s inclusion in the JP Morgan EM Bond Index – another green shoot or just hype?

Drowning hopes of lower Treasury yields amid the approaching supply “tsunami”

Catastrophe Bonds – An ILS Alternative for Reinsurance

How are high-yield investors gaining an advantage over market participants?

The impact of rising interest rates on bond markets

Taxable muni bonds vs Tax-exempt muni bonds

LatAm corporate bonds – strong expectations for 2021, after a stellar 2020

Higher US Treasury yields (UST) – Repricing term premium is not an allegory to the taper tantrum

What’s behind the high-yield euphoria – An inside preview

COVID-19: How it has boosted the US primary investment-grade bond market

Impact of COVID-19 on US high-yield debt

Entering China’s Bond Market – Empowering Global Fixed Income Investors

Dragon Dance in Asian Bond Markets

Exploiting better access to China’s lucrative local bonds through ground support

Emergence of green bonds as a new product category for ESG investors

Global markets insights – November 2024: Trump 2.0 boosts market sentiment

Making America Great Again 2.0 – What it means for Asset classes and Policy

Factors impacting the US residential mortgage rate

Impact of interest rate cut on the banking sector

Carry trade – Japan’s interest rate hike that shook the global financial markets

Global markets insights – August 2024: Rate hike in Japan rattles the market

India Budget 2024: Prudent fiscal stance while balancing economic growth and coalition politics

Global markets insights – July 2024: Election-related uncertainty in Europe keeps sentiment subdued

Rate cuts begin in Europe and Canada

RBI’s dividend bonanza strengthens India’s fiscal outlook

Supply concerns keep commodities higher and inflation sticky

Demand for safe-haven assets remains strong

Debt capital markets outlook 2024

Fed not in a rush to cut; markets rally

US 4Q23 earnings wrap: The AI bull rages on

A dovish Federal Reserve: a ray of hope for capital markets

US mortgage-sector trends in 2024

Wage hikes: Can Japan Inc. fix what the BoJ can’t?

India budget 2023: Walking the tightrope of fiscal prudence and growth

A new dawn for fixed income assets following an inflation-ravaged year

The Great Migration – A look at the US Fixed Income market amid rising inflation and interest rates

India’s budget 2022: focus on infrastructure to sustain economic growth

Steep fall in US Treasury rates – a chronic risk

Pandemic impact on Europe’s private debt market and the road ahead

Fed tapering: is the 2013 tantrum likely to be repeated?

U.S. Municipal market activity witnessing positive momentum post Fed’s intervention

Global commercial real estate – From a pandemic perspective

Union Budget 2020: A below par budget amid slowdown

Mega Funds – An upcoming success story in the PE industry

India’s Budget 2019-20: An election manifesto

India Budget 2018-2019: Stuck between a rock and a hard place

Understanding price action of gold in 2024 and its equity play

Global markets insights – October 2024: Fed’s jumbo rate cut amid turmoil in the Middle East

Driving product strategy in a dynamic cost environment

EU banks’ Additional Tier 1s: big rush, small hush!

Will “angels” fall? Are BBB-rated borrowers facing increased risk of downgrade?

Corporate America: On a Bankruptcy Boom

Interest Rate Divergence in 2024: A Global Context

Fed’s pivot and geopolitics to impact deal making in the US leveraged lending universe?

Will US banks benefit from interest rate cuts in 2024?

China’s real estate market: a soft landing is critical for avoiding a domino effect

Navigating the spectrum of private credit strategies

Hedge fund trends in 2024

Impact of anti-ESG sentiment on the US public finance sector

The US Public Finance Department’s national debt-management strategies

Business development companies – an alternative financing solution

Leveraged lending – to face headwinds or tailwinds in 2024?

The Good, the Bad and the Worst in Leveraged Lending in High-Inflation Environment

Impact of credit ratings on CLO

M&A activity to keep revenue streams open

Commercial and corporate lending trends in 2023

Five important findings on fund commentaries of top asset managers

Commercial real estate lending trends in 2023

India’s virtuous cycle of evolution

If you think we dodged the debt ceiling bullet, think again

Impact of macro-economic factors on global semiconductor sales

The banking crisis – a root cause analysis

China property market: Government plays a pivotal role in the real estate market

The curious case of SVB’s collapse – the impact of bank failures on Fed rates and other asset classes

The Federal Reserve’s trajectory – side-tracked by SVB’s collapse?

Munis expected to shine soon

The Market Fallout from Silicon Valley Bank

Investors turn to China for growth as it drops its Zero-COVID policy

M&A activity to increase in 2H 2023

Debt capital market activity poised to increase by mid-2023

Bright spots in distressed debt investing amid rate hikes and recession fear

ESG-based lending – an elevated step for real estate financing

Trends in leveraged finance in 2023

Will the strong momentum in US CLOs continue?

Opportunities in fixed income and credit as recessionary risk increases

Why global investors should be cautiously bullish on China

Sridhar Shivaram

Changing macro indicators globally and their impact on distressed investments

The Road Ahead for Fund Houses

The UK CRE market – will it land on its feet?

Portfolio diversification through gold- adding more than just glitter

Nitin Singal

Trends to keep an eye on in the investment banking industry in 2022

The fall of the Evergrande Group

Making America great again with a USD2.3tn infrastructure plan

ETFs – building blocks for portfolio construction/allocation

CLOs scale new heights even as initial cracks emerge

African Capital Markets: COVID-19 has added uncertainty to already subdued levels of activity

Testing times for US banks: Addressing the impact of rising corporate debt

What is replacing the traditional 60/40 portfolio ratio?

India’s Union Budget 2021-2022: Focus on economic recovery and establishing fiscal credibility

Spotlight on gold: Is pandemic-related volatility taking away its shine?

The ECB’s countermeasures: CSPP helping corporates weather the pandemic

Investment banking industry – Trends to watch in 2021

What lies ahead for gold

Finding the right balance in wholesale funding

Digitalisation of tax for banks – The road ahead

The pandemic-induced shift towards outsourced trading and its implications for capital market solution providers

Shivam Gupta

Energy transition, propelled by Covid-19, to provide impetus to the renewable energy sector

Tanika Gupta

Fallen angels: Diamonds in the rough?

Negative interest rates in a post-COVID-19 world

Where Eagles Dare – Seizing Opportunities in the Distressed Debt Market

The impact of a reduction in the Federal interest rate

Cash flow headwinds putting corporates at high risk of default and restructuring

The next normal: Marketing and reporting strategy for asset and wealth managers in 2020

Lessons from the previous crisis: Risk and opportunity are two sides of the same coin

The Next Wave of Economic Downturn

Agency lending: Growth and outlook

Smart Beta: Not too active or passive, but is it just right?

Low Interest Rates and Impact on the Swedish Housing Sector

Sri Lanka ISB spreads: What’s in store for global investors?

US Leveraged Lending Market – Time to Sound the Alarm?

Impending Recession – The Signs Are Getting Stronger

Emerging Markets Insight: Sri Lanka – Trouble in Paradise

Asset Backed Securitization – From Traditional to Non-traditional Asset Backed Securitization

Brexit: A blessing in disguise for PE direct lending funds?

Rising Tide of Debt

Prashant Gupta

Changing dynamics in global fixed income markets call for rigorous fundamental research

Right man for the right job – Resource allocation

Change to Thrive: How Structural Changes in Fixed Income Markets are Compelling Asset Managers to Rethink their Research Strategy

Mitigating Risk with Hedged ETFs

Change to Thrive: How Structural Changes in Fixed Income Markets are Compelling Asset Managers to Rethink their Research Strategy

Fixed Income Research for a Japanese Investment Bank