Expect a record year for EUR corporate supply
We now forecast €485bn for 2026, a record high for EUR corporate supply
Where's the credit?
The Bund component now accounts for over 80% of credit yields! Is it time to sell credit?
Navigating Credit in 2025: Insights from 5 emerging trends
A year for yield and carry - as spreads leave little to be excited about
Our 2025 supply forecasts are certainly a mixed bag, but it is clear there is mostly a trend towards higher supply
Buying on dips remains the mantra for the coming months
